Unclaimed
Nicholas Caramanica is a financial advisor in Arlington, VA. Nicholas has been in the industry for over 10 years. Nicholas works for Arlington Wealth Planning, LLC which is a registered investment advisor in Virginia, Maryland, North Carolina, and the District of Columbia. Nicholas provides financial planning and portfolio management services to 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.
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.
1
2
VA
01/11/2021 - Present
Arlington Wealth Planning, LLC (ARLINGTON VA)
VA
04/24/2013 - 10/23/2017
INTEGRATED FINANCIAL PLANNING SERVICES (ARLINGTON VA)
BC
Issued 05/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Nicholas Caramanica is the right advisor for you? Invested Better is here to help.