Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Pino is an investment advisor representative who has been in the financial industry for over 19 years. Nicholas is currently registered with Osaic Wealth, Inc. in both North Carolina and Texas. Nicholas has a wide range of experience in the financial services industry, including working with high-net-worth individuals, corporations, pension plans, and charitable organizations. Nicholas holds both Series 6 and 7 licenses as well as Series 63 and 65 licenses. Nicholas also provides a variety of services to clients, including financial planning, portfolio management, and educational seminars.
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.
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NC
08/01/2023 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
10/24/2005 - 11/02/2018
SIGNATOR INVESTORS, INC. (RALEIGH NC)
MA
09/06/2005 - 10/10/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/06/2005 - 10/10/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
05/11/2004 - 09/12/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 03/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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