Unclaimed
Nicholas Adornetto is a financial advisor with BCG Securities, Inc. Nicholas has been in the financial services industry since 2006. Nicholas is registered to provide investment advice in 10 states, including Delaware, Pennsylvania, and New Jersey. Nicholas holds the Series 6, 7, and 63 licenses as well as the SIE exam. Nicholas is also a Certified Financial Planner. Nicholas specializes in working with individuals and businesses to help them meet their financial goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
05/13/2024 - Present
BCG Securities, Inc. (CHERRY HILL NJ)
PA
09/18/2012 - 07/05/2013
LPL FINANCIAL LLC (KING OF PRUSSIA PA)
PA
03/17/2011 - 09/18/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (KING OF PRUSSIA PA)
PA
11/09/2007 - 02/28/2011
LPL FINANCIAL LLC (PHILADELPHIA PA)
PA
02/08/2006 - 10/22/2007
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 02/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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