Unclaimed
Nicholas Bonomolo is a financial advisor with over 8 years of experience in the industry. Nicholas is registered with MML Investors Services, LLC and has been with the firm since March 2017. Prior to that, Nicholas was a financial advisor with MSI Financial Services, Inc. Nicholas holds licenses for the Series 63, Series 66, Series 7, and SIE exams, which allow him to provide a wide range of financial services. Nicholas is also a licensed insurance agent, selling life insurance, property/casualty, health, group life, group health, disability, fixed annuity, LTC insurance. Nicholas specializes in portfolio management for both businesses and individuals, financial planning, pension consulting, and educational seminars.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MD
12/05/2019 - Present
MML Investors Services, LLC (HUNT VALLEY MD)
MD
03/03/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Baltimore MD)
BC
Issued 02/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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