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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Novellino is a financial advisor at Fidelity Personal and Workplace Advisors. Nicholas has been working in the financial industry since 2021. He has a Series 7TO, SIE, and Series 66 license and is registered with FINRA and the state of New York. Nicholas specializes in providing financial advice to individuals, businesses, and charitable organizations. Prior to joining Fidelity Personal and Workplace Advisors, Nicholas worked at J.P. Morgan Securities LLC and Equity Services, Inc. Nicholas has a strong understanding of the financial markets and is committed to 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NY
04/02/2024 - Present
Fidelity Personal AND Workplace Advisors (LAKE GROVE NY)
NY
08/23/2023 - 02/22/2024
J.P. MORGAN SECURITIES LLC (GREENVALE NY)
NY
06/16/2021 - 08/22/2023
EQUITY SERVICES, INC. (HAUPPAUGE NY)
BOTH
Issued 11/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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