Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Digilio is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE. Nicholas has been in the industry since 2006. Nicholas is registered in Nebraska as both a broker and an investment advisor. Nicholas holds Series 4, 7, 24, 52, 53, 63 and 66 securities licenses, as well as the Securities Industry Essentials (SIE) exam. Nicholas has previously worked for Securities America, Inc. and TD Ameritrade Clearing, Inc. and TD Ameritrade, Inc. Nicholas specializes in working with individuals, high-net-worth individuals, and pension and profit-sharing plans. Nicholas's firm, Mutual of Omaha Investor Services, Inc. offers financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for investment companies.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees and third party money manager fees
1
2
NE
06/04/2018 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
12/09/2013 - 05/21/2018
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
02/11/2013 - 12/05/2013
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
06/22/2006 - 02/11/2013
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 04/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/17/2007
Series 4 - Registered Options Principal Examination
BC
Issued 07/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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