Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Valentino has been a registered representative in the securities industry since 1974. Nicholas currently works at Momentum Independent Network Inc. and has been with the firm since 1997. Previously, Nicholas worked for CULLUM & SANDOW SECURITIES, INC., PARK AVENUE SECURITIES, INC., FITZGERALD, DEARMAN & ROBERTS, INC., EPPLER, GUERIN & TURNER, INC., INTEGRATED RESOURCES EQUITY CORPORATION, and NEL EQUITY SERVICES CORPORATION. Nicholas is registered in 16 states and holds Series 7TO, SIE and Series 1 licenses. Nicholas specializes in providing financial planning, educational seminars, publication of periodicals, selection of other advisors, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
12b-1 fees
1
2
OK
08/26/1997 - Present
Momentum Independent Network Inc. (NORMAN OK)
TX
11/21/1990 - 08/12/1997
CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)
NA
12/01/1989 - 11/12/1990
PARK AVENUE SECURITIES, INC.
NA
03/23/1983 - 01/12/1990
FITZGERALD, DEARMAN & ROBERTS, INC.
TX
07/01/1988 - 09/06/1989
EPPLER, GUERIN & TURNER, INC. (DALLAS TX)
NA
09/17/1980 - 04/18/1983
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/19/1974 - 10/02/1980
NEL EQUITY SERVICES CORPORATION
BC
Issued 08/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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