Unclaimed
Nicholas Raffetto is a financial advisor with Mariner Wealth. Nicholas has been in the industry since February 2012 and has a Series 7, Series 63, and Series 65 license. Nicholas is also a Certified Financial Planner. Nicholas has experience working with clients to develop and implement financial plans and investment strategies to meet their goals and objectives. Nicholas works with a variety of clients, including individuals, families, businesses, and institutions. Nicholas is committed to providing his clients with the highest level of service and expertise.
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.
Family office services
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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2
NJ
11/15/2016 - Present
Mariner Wealth (MANASQUAN NJ)
NJ
06/12/2013 - 08/16/2018
LINCOLN INVESTMENT (MANASQUAN NJ)
NY
01/24/2012 - 05/23/2013
BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 08/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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