Unclaimed
Nicholas Delgaizo is a financial professional with over 6 years of experience in the industry. Nicholas is currently registered with Lifemark Securities Corp. and is licensed to provide financial advice in New York. Nicholas is a Series 66, 24 and 7 licensed representative and has earned the SIE designation. Nicholas specializes in financial planning, investment advisory services and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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2
NY
08/20/2021 - Present
Lifemark Securities Corp. (ROCHESTER NY)
BOTH
Issued 01/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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