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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Iammarino is a financial advisor registered with LPL Financial LLC and Nicholas J. Iammarino. Nicholas Iammarino is a Certified Financial Planner® professional and has been in the industry since 1987. The advisor has offices in Carlsbad, California. Nicholas Iammarino specializes in providing financial planning and consulting services. The advisor has a total of 17 active state registrations for securities and 2 for investment advisory services.
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
CA
07/07/2017 - Present
LPL Financial LLC (CARLSBAD CA)
PA
04/29/1987 - 08/11/1992
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 08/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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