Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Kouletas is an investment advisor representative with Fidelity Personal And Workplace Advisors. Nicholas has been in the financial industry since 2002. Nicholas is registered in several states, including New Jersey, New York, and Texas. Nicholas is also registered as an investment advisor representative (IAR) with Fidelity Personal And Workplace Advisors. Nicholas has experience working with individuals, corporations, and high-net-worth clients. Nicholas provides a range of advisory services, including financial planning, portfolio management, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NJ
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (WAYNE NJ)
NJ
11/19/2018 - 12/16/2022
WELLS FARGO CLEARING SERVICES, LLC (PARAMUS NJ)
NJ
06/08/2015 - 11/01/2018
PNC INVESTMENTS (WAYNE NJ)
NY
11/08/2011 - 07/02/2013
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
06/29/2011 - 11/15/2011
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CT
06/13/2005 - 07/06/2011
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NC
10/23/2000 - 05/18/2005
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
07/22/1999 - 03/13/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/22/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
10/16/1997 - 02/03/1998
CARNEGIE INVESTOR SERVICES INC. (NEW YORK NY)
NY
10/13/1997 - 12/18/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
BOTH
Issued 06/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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