Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Angelillo is an investment advisor representative at Fidelity Personal and Workplace Advisors. Nicholas has been in the industry since March 20, 2004. Nicholas is registered with FINRA and licensed with the states of Florida and Texas. In addition to his role at Fidelity Personal and Workplace Advisors, Nicholas also works as an independent contractor for Amazon Flex. Nicholas is licensed to provide financial planning and portfolio management 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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
06/16/2014 - 01/07/2016
EDWARD JONES (BONITA SPRINGS FL)
CA
10/04/2013 - 04/22/2014
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CO
02/13/2009 - 12/31/2011
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
08/26/2004 - 08/02/2007
HARTFORD EQUITY SALES COMPANY INC. (SIMSBURY CT)
CT
04/05/2000 - 06/01/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BOTH
Issued 09/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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