Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Pinelli is a financial advisor with Jacksonville Wealth Management. Nicholas is a CERTIFIED FINANCIAL PLANNER™ professional with experience in the financial services industry since July 2018. Nicholas holds the Series 66, Series 7, Series 24, and SIE licenses. He has a bachelor's degree from the University of Florida. Nicholas specializes in retirement planning, college savings, and investment management. He is committed to helping clients achieve their financial goals.
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.
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
FL
03/29/2021 - Present
Jacksonville Wealth Management (JACKSONVILLE FL)
BOTH
Issued 09/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Pinelli is the right advisor for you? Invested Better is here to help.
