Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Magero is a financial advisor with over 14 years of experience in the financial services industry. Nicholas is currently registered with Wells Fargo Advisors Financial Network, LLC, where Nicholas has been working since 2011. Prior to that, Nicholas worked for Wells Fargo Clearing Services, LLC and Morgan Stanley Smith Barney. Nicholas specializes in providing financial planning, portfolio management, and investment consulting services to individuals, corporations, and institutional clients. Nicholas is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66, and SIE licenses.
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.
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.
Investment consulting services to institutional clients
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
FL
08/05/2022 - Present
Wells Fargo Advisors Financial Network, LLC (VENICE FL)
FL
07/13/2011 - 08/05/2022
WELLS FARGO CLEARING SERVICES, LLC (VENICE FL)
FL
06/01/2009 - 07/25/2011
MORGAN STANLEY SMITH BARNEY (VENICE FL)
FL
07/03/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (VENICE FL)
BOTH
Issued 07/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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