Unclaimed
Nicholas Dzielski is a registered representative and investment advisor representative with Citizens Securities, Inc., located in Johnston, RI. Nicholas is a licensed professional and is currently registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Nicholas has been actively involved in the financial services industry since August 2022. Nicholas has previous experience with W&S Brokerage Services, Inc. and holds a Series 63 and Series 65 license. Nicholas also has experience in the financial services industry and is registered to provide investment advisory services in 47 states. Nicholas's areas of expertise include financial planning, portfolio management, and selection of other advisers. Nicholas's current affiliation is with Citizens Securities, Inc. and has been with the firm since June 2023.
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.
Participate in wrap fee program
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
PA
11/13/2023 - Present
Citizens Securities, Inc. (PITTSBURGH PA)
PA
08/26/2022 - 07/05/2023
W&S BROKERAGE SERVICES, INC. (PITTSBURGH PA)
IA
Issued 11/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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