Unclaimed
Nicholas Drizos is an investment advisor representative with Horizon Wealth Advisors. Nicholas has been in the industry since 1995 and has been registered with Horizon Wealth Advisors since 2008. Nicholas is also a licensed insurance agent. Nicholas holds the Series 52, 63, and 65 licenses. He is registered in Florida and Pennsylvania. Nicholas specializes in providing financial planning and portfolio management services to individuals, businesses, and pension plans. Nicholas has over 20 years of experience in the financial services industry and is committed to providing his clients with personalized, comprehensive financial advice.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/11/2010 - Present
Horizon Wealth Advisors (BRADENTON FL)
FL
01/27/1999 - 02/06/2001
HORIZON CAPITAL, INC. (SARASOTA FL)
NJ
07/18/1995 - 03/08/1999
DRIZOS INVESTMENTS, INC. (MORRISTOWN NJ)
NA
01/05/1999 - 01/27/1999
HORIZON CAPITAL, INC.
NY
01/25/1995 - 04/24/1995
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
NY
08/03/1994 - 10/21/1994
TULLETT & TOKYO SECURITIES, INC. (NEW YORK NY)
IA
Issued 06/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1994
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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