Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Milana has been working in the financial industry since July 27, 1982. Nicholas is currently registered with Bolton Securities Corp. Nicholas is also registered with the states of Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Indiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, and Virginia. Nicholas is Series 7, Series 52, and Series 63 licensed. Nicholas is a Registered Investment Advisor.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
03/16/2016 - Present
Bolton Securities Corp. (BOLTON MA)
MO
01/02/2001 - 06/24/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
FL
01/03/1994 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
FL
09/04/1984 - 01/03/1994
JW CHARLES SECURITIES, INC. (BOCA RATON FL)
NA
11/29/1983 - 09/10/1984
MARCUS, STOWELL & BEYE, INC.
NA
07/22/1982 - 11/22/1983
HEYMAN-COLE INVESTMENT SECURITIES CORP.
IA
Issued 01/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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