Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Ravella is an investment advisor representative with Wells Fargo Clearing Services, LLC. Nicholas has been in the industry since November 2008 and is registered with the Financial Industry Regulatory Authority (FINRA) and 33 states. Nicholas holds Series 7, 31, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Nicholas's past experience includes time with Morgan Stanley Smith Barney, Comprehensive Asset Management and Servicing, Inc., and Bill Few Securities, Inc. The firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, investment consulting services to institutional clients, and selection of other advisors.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/16/2013 - Present
Wells Fargo Clearing Services, LLC (PITTSBURGH PA)
PA
12/03/2010 - 09/02/2011
MORGAN STANLEY SMITH BARNEY (PITTSBURG PA)
NJ
10/30/2009 - 07/22/2010
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
PA
09/12/2006 - 11/27/2007
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
BOTH
Issued 05/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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