Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Santurro is a financial advisor with Rockefeller Financial LLC. Nicholas has over 2 years of experience in the industry. Nicholas previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nicholas specializes in providing financial planning and investment advice to individuals, businesses, and institutional clients. Nicholas holds the Series 7TO and SIE licenses and is registered with FINRA.
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.
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.
1
2
NY
02/14/2022 - Present
Rockefeller Financial LLC (NEW YORK NY)
NJ
02/12/2021 - 02/15/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BC
Issued 02/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Nicholas Santurro is the right advisor for you? Invested Better is here to help.
