Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Amalfitano is an investment advisor representative with Raymond James Financial Services Advisors, Inc., located in Exton, Pennsylvania. Nicholas has been working in the financial services industry since 2017 and is registered with the state of Pennsylvania. Nicholas previously worked at Pacer Financial, Inc., Key Investment Services LLC, and Raymond James Financial Services, Inc. Nicholas holds a Series 7, Series 63 and Series 66 license. Nicholas specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
10/18/2022 - Present
Raymond James Financial Services Advisors, Inc. (Exton PA)
PA
08/09/2019 - 02/07/2022
PACER FINANCIAL, INC. (Malvern PA)
PA
02/15/2019 - 08/01/2019
KEY INVESTMENT SERVICES LLC (Downingtown PA)
PA
11/13/2017 - 02/12/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (MALVERN PA)
BOTH
Issued 09/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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