Unclaimed
Nicholas Cantando is a financial advisor with LPL Financial LLC and has been in the industry since 2022. Nicholas is registered with FINRA and holds Series 7TO, SIE, and Series 66 licenses. Nicholas is also registered with the state of New York to provide investment advice and holds an active investment advisor representative registration in the state. Nicholas's current employment is with LPL Financial LLC, and he has held positions with Financial Partners of Upstate New York and Cobblestone Creek Country Club in the past. Nicholas is also a registered investment advisor representative with the state of Georgia.
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.
Consulting and other non-discretionary advisory services
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
NY
04/28/2023 - Present
LPL Financial LLC (PITTSFORD NY)
BOTH
Issued 04/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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