Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Ellingsworth-perez is a financial advisor with MML Investors Services, LLC. Nicholas has been in the industry since 2013 and is licensed in multiple states including North Carolina, Texas, Florida, California, Colorado, Oregon, and Wisconsin. Nicholas's areas of specialization include retirement planning, college savings, insurance planning, investment management, and estate planning. Nicholas holds the Series 6, 7, and 66 securities licenses, and the SIE exam. Nicholas is also licensed as an independent insurance agent. Nicholas has worked previously with MSI Financial Services, Inc., and Pruco Securities, LLC.
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
NC
01/22/2024 - Present
MML Investors Services, LLC (RALEIGH NC)
FL
12/19/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
04/24/2013 - 05/21/2013
PRUCO SECURITIES, LLC. (CORAL GABLES FL)
BOTH
Issued 01/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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