Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Pangakis is an experienced financial professional who has been in the industry since 1997. Currently, Nicholas Pangakis is registered with Osaic Wealth, Inc. in North Carolina. Nicholas Pangakis previously held positions at Signator Investors, Inc. and MetLife Securities Inc. Nicholas Pangakis provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Nicholas Pangakis is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.
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.
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
NC
01/05/2019 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
04/16/2010 - 11/02/2018
SIGNATOR INVESTORS, INC. (RALEIGH NC)
MA
09/11/1997 - 04/23/2010
METLIFE SECURITIES INC. (ORLEANS MA)
MA
09/11/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ORLEANS MA)
IA
Issued 10/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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