Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas James Mondelli

Allstate Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nicholas? Claim Your Profile

About Nicholas James Mondelli

Nicholas Mondelli is a financial professional with over 10 years of experience in the securities industry. Nicholas is currently registered with Allstate Financial Services, LLC in Manalapan, NJ and has been with the firm since November 2015. Prior to that, Nicholas was registered with DAVID LERNER ASSOCIATES, INC. in Princeton, NJ. Nicholas holds the Series 7, Series 63, and SIE licenses. Nicholas's background includes experience in a variety of investment-related fields.

Firm Information

Nicholas Mondelli is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nicholas Mondelli’s Registration & Firm History

NJ

11/18/2015 - Present

Allstate Financial Services, LLC (Manalapan NJ)

NJ

03/11/2013 - 09/10/2014

DAVID LERNER ASSOCIATES, INC. (PRINCETON NJ)

Not sure if Nicholas James Mondelli is right for you?

Licenses & Designations

BC

Issued 02/25/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Nicholas James Mondelli. Review regulatory record here.
Not sure if Nicholas James Mondelli is right for you?