Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Molite is a financial professional with over 13 years of experience in the financial services industry. Nicholas is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and provides financial services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Nicholas has held previous positions at J.P. Morgan Securities LLC, Cetera Investment Services LLC, LPL Financial LLC, M&T Securities, Inc., and PNC Investments. Nicholas is committed to providing personalized financial advice and helping clients achieve 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.
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.
Compensation from affiliates
1
2
MD
07/28/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (BALTIMORE MD)
MD
01/14/2020 - 07/20/2023
J.P. MORGAN SECURITIES LLC (Cockeysville MD)
MD
07/25/2018 - 12/31/2019
CETERA INVESTMENT SERVICES LLC (BEL AIR MD)
MD
05/10/2018 - 07/19/2018
LPL FINANCIAL LLC (TOWSON MD)
MD
09/12/2014 - 05/23/2018
M&T SECURITIES, INC. (ABINGTON MD)
MD
11/22/2013 - 09/09/2014
PNC INVESTMENTS (BEL AIR MD)
DE
07/05/2010 - 11/07/2013
J.P. MORGAN SECURITIES LLC (NEWARK DE)
BOTH
Issued 10/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Molite is the right advisor for you? Invested Better is here to help.
