Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Ippolito is an investment advisor representative at Park Avenue Securities LLC. Nicholas has been in the industry since 1995. Nicholas has been registered as a broker-dealer and investment advisor representative with Park Avenue Securities LLC since 2018. Prior to joining Park Avenue Securities LLC, Nicholas was an investment advisor representative at Calton & Associates, Inc., Voya Financial Advisors, Inc., Wells Fargo Advisors, LLC and PNC Investments.
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.
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2
NJ
05/20/2021 - Present
Park Avenue Securities LLC (HOLMDEL NJ)
NJ
01/30/2017 - 06/20/2018
CALTON & ASSOCIATES, INC. (MATAWAN NJ)
NJ
05/16/2014 - 02/10/2017
VOYA FINANCIAL ADVISORS, INC. (EAST BRUNSWICK NJ)
NJ
03/06/2009 - 05/22/2014
WELLS FARGO ADVISORS, LLC (HIGHLAND PARK NJ)
NJ
04/03/2006 - 03/06/2009
PNC INVESTMENTS (HOLMDEL NJ)
MA
10/20/2004 - 03/31/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/19/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
01/25/1999 - 01/24/2001
LCP CAPITAL CORP. (STATEN ISLAND NY)
NY
05/24/1996 - 02/09/1999
R.D. WHITE & CO., INC. (NEW YORK NY)
NJ
01/04/1994 - 05/02/1996
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
IA
Issued 07/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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