Unclaimed
Nicholas Durso is a financial advisor who has been working in the industry since 2008. Nicholas is currently registered with RBC Capital Markets, LLC and has previously worked at Truist Investment Services, Inc., PNC Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Investment Services, Inc., BB&T Investment Services, Inc., LPL Financial Corporation, and IFMG Securities, Inc. Nicholas is a Series 6, 7, and 63 licensed advisor and holds a Series 65 license. Nicholas is also a board member and Learn to Play Director of the Reston Raiders Hockey Club. Nicholas is registered in 18 states and has offices in Vienna, VA, OAKTON, VA, and MCLEAN, VA.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
VA
03/29/2023 - Present
RBC Capital Markets, LLC (Vienna VA)
VA
02/24/2016 - 03/27/2023
TRUIST INVESTMENT SERVICES, INC. (MCLEAN VA)
DC
09/17/2014 - 03/18/2016
PNC INVESTMENTS (WASHINGTON DC)
PA
01/04/2013 - 08/27/2014
PNC INVESTMENTS (PITTSBURGH PA)
VA
02/04/2011 - 12/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD VA)
VA
07/22/2010 - 01/03/2011
SUNTRUST INVESTMENT SERVICES, INC. (VIENNA VA)
VA
01/21/2010 - 07/06/2010
BB&T INVESTMENT SERVICES, INC. (FAIRFAX VA)
NH
05/27/2008 - 01/12/2010
LPL FINANCIAL CORPORATION (CONCORD NH)
NH
01/11/2008 - 05/27/2008
IFMG SECURITIES, INC. (CONCORD NH)
IA
Issued 04/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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