Unclaimed
Nicholas Quartarano is a financial advisor registered with TD Private Client Wealth LLC. Nicholas has been in the industry since 2007, and is registered in several states including California, Connecticut, Florida, Massachusetts, New Jersey and New York. Nicholas has passed multiple securities exams including Series 6, 7, 63 and 66 and holds a Certified Financial Planner designation. Nicholas's firm specializes in financial planning, pension consulting, educational seminars, portfolio management and more.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
08/19/2021 - Present
TD Private Client Wealth LLC (Ramsey NJ)
NY
09/06/2007 - 10/22/2010
WELLS FARGO ADVISORS, LLC (WHITE PLAINS NY)
BOTH
Issued 02/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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