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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Darzentas is a financial advisor registered with Castle Wealth Management. Nicholas has been in the industry since 2008. Nicholas has experience with a wide range of financial products and services. Nicholas holds the Series 7, Series 55, and Series 63 licenses, as well as the SIE exam. Nicholas is also a CFA charterholder. Nicholas is a financial advisor in West Palm Beach, Florida.
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.
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
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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FL
01/07/2022 - Present
Castle Wealth Management (WEST PALM BEACH FL)
FL
06/08/2017 - 07/27/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOCA RATON FL)
NY
10/03/2011 - 05/31/2017
T3 TRADING GROUP, LLC (NEW YORK NY)
FL
06/08/2009 - 09/30/2011
BNY CONVERGEX EXECUTION SOLUTIONS LLC (TEQUESTA FL)
IL
04/01/2009 - 05/05/2009
ASSENT LLC (BOLINGBROOK IL)
FL
08/12/2008 - 11/14/2008
ASSENT LLC (BOYTON BEACH FL)
BC
Issued 07/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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