Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Coccimiglio is a Registered Representative with Somerset Wealth Management, LLC. Nicholas has been in the financial industry since 2008. Nicholas is licensed in California, Oregon and Wyoming. Nicholas is a Series 7 and Series 66 licensed professional, and holds no designations. Nicholas is currently employed by Somerset Wealth Management, LLC and has been with the firm since March 2021. Nicholas has a history of working with individuals, providing financial planning and portfolio management services. Nicholas is also a Settlement Planner and Independent Insurance Agent for Justice For Life, LLC.
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.
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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WY
06/16/2021 - Present
Somerset Wealth Management, LLC (Alpine WY)
CA
07/15/2008 - 11/08/2010
EVOLVE SECURITIES, INC. (SAN FRANCISCO CA)
BOTH
Issued 08/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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