Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Conturso is an investment advisor representative associated with MORGAN STANLEY. Nicholas has been in the securities industry since July 19, 2001. He is registered with the Financial Industry Regulatory Authority (FINRA) and 32 states. Nicholas earned his Series 7, 31, and 66 licenses in 2001 and 2018. He has previously worked with CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC. Currently, Nicholas is affiliated with MORGAN STANLEY in the Morristown, New Jersey branch office. Nicholas also owns and manages several rental properties in New Jersey.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
03/11/2020 - Present
Wealthpenn.comllc (Morristown NJ)
NJ
11/03/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
NJ
07/20/2001 - 11/06/2006
MORGAN STANLEY DW INC. (FAIRFIELD NJ)
BOTH
Issued 9/5/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/25/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 7/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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