Unclaimed
Nicholas Lorenzo Diterlizzi is a financial advisor based in Richmond, VA. Nicholas is registered with Missionsquare Retirement, where he has been employed since March 2008. Nicholas holds various licenses and certifications, including Series 6, 7, 24, 63, and 65. Nicholas has over 18 years of experience in the financial services industry and has a proven track record of success in helping clients achieve their financial goals. Nicholas's prior experience was at Woodbury Financial Services, Inc. in Oakdale, MN. Nicholas is a Registered Representative and Investment Advisor Representative. Nicholas has been registered with the state of Virginia as an Investment Advisor Representative since March 25, 2008. Nicholas specializes in working with high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
03/25/2008 - Present
Missionsquare Retirement (Richmond VA)
MN
09/13/2004 - 10/24/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 03/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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