Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Maratta is a financial advisor registered with Occidental Asset Management, LLC in Winter Springs, FL. Nicholas has been working in the financial services industry since 2001. His primary focus is financial planning and portfolio management. Nicholas is a Certified Financial Planner (CFP).
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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FL
04/06/2016 - Present
Occidental Asset Management, LLC (Winter Springs FL)
FL
08/20/2001 - 04/07/2016
SCOTTRADE, INC. (OVIEDO FL)
BC
Issued 08/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 04/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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