Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Dalessandro is a financial advisor with over 8 years of experience in the industry. Nicholas is currently registered with Great Valley Advisor Group, Inc. and has previously worked for companies such as Royal Alliance Associates, Inc., Equitable Advisors, LLC, Securian Financial Services, Inc., LPL Financial LLC, and Voya Financial Advisors, Inc.. Nicholas holds the Series 7 and Series 66 licenses and the SIE exam. Nicholas specializes in providing financial planning, portfolio management for businesses and individuals, and other consulting services. Nicholas is committed to helping clients achieve their financial goals.
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.
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.
Consulting services
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.
A percentage of the total value of assets under management is charged.
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DE
08/22/2024 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
AZ
12/19/2022 - 03/14/2023
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
PA
09/11/2019 - 12/14/2022
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
PA
06/27/2018 - 09/12/2019
SECURIAN FINANCIAL SERVICES, INC. (HUNTINGDON VALLEY PA)
PA
06/24/2015 - 02/08/2018
LPL FINANCIAL LLC (BERWYN PA)
NJ
12/02/2014 - 03/18/2015
PURSHE KAPLAN STERLING INVESTMENTS (Jersey City NJ)
NJ
10/02/2014 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (JERSEY CITY NJ)
BOTH
Issued 11/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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