Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Delouisa is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Nicholas has been in the financial services industry since July 17, 2018 and has held prior registrations with Equity Services, Inc. Nicholas is licensed in New Jersey and Texas and holds multiple securities licenses including Series 63, 66, 7, 9, 10 and SIE. Nicholas specializes in providing financial advice to individuals, businesses, high-net-worth individuals, pension plans, and charitable organizations.
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.
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
NJ
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (BRIDGEWATER NJ)
NY
02/21/2018 - 03/22/2018
EQUITY SERVICES, INC. (STATEN ISLAND NY)
BOTH
Issued 08/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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