Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Armato is an investment advisor representative with Texas Capital Bank Private Wealth Advisors. Nicholas has been in the securities industry for 2 years and has been with Texas Capital Bank Private Wealth Advisors since May 2024. Nicholas has Series 66, Series 82TO, Series 22TO, Series 6TO, Series 87, Series 86, Series 7TO and SIE licenses. Nicholas is registered in Texas for both securities and investment advisory services. Nicholas is also an associate at Texas Capital Bank.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
TX
06/12/2024 - Present
Texas Capital Bank Private Wealth Advisors (DALLAS TX)
TX
04/06/2023 - 05/31/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (McKinney TX)
TX
09/10/2021 - 03/14/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 10/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2024
Series 99TO - Operations Professional Examination
BC
Issued 05/31/2024
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 05/31/2024
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 05/31/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/05/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/04/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Nicholas Armato is the right advisor for you? Invested Better is here to help.
