Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Manchisi is a financial professional with over 30 years of experience in the industry. Nicholas currently works as a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. and holds licenses in several states, including Connecticut, New York, South Carolina and Texas. Nicholas has previously worked at HSBC Securities (USA) Inc., E*TRADE SECURITIES LLC, OBSIDIAN FINANCIAL GROUP, LLC, ESSEX NATIONAL SECURITIES, INC., CHASE INVESTMENT SERVICES CORP., BHCM INC., GNA SECURITIES, INC., CROSSLAND INVESTOR SERVICES CORP., J. T. MORAN & CO., INC. and BLINDER, ROBINSON & CO., INC. Nicholas's experience includes several areas of expertise, including investment advisory, portfolio management for individuals and businesses, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
04/06/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GARDEN CITY NY)
NY
10/28/2013 - 01/29/2020
HSBC SECURITIES (USA) INC. (MELVILLE NY)
NY
01/11/2012 - 10/18/2013
E*TRADE SECURITIES LLC (NEW YORK NY)
NY
09/10/2010 - 12/22/2011
OBSIDIAN FINANCIAL GROUP, LLC (WOODBURY NY)
NY
05/03/2010 - 09/02/2010
ESSEX NATIONAL SECURITIES, INC. (NEW YORK NY)
NY
08/21/1996 - 03/08/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
TX
02/01/1995 - 08/21/1996
BHCM INC. (HOUSTON TX)
VA
08/09/1990 - 02/01/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
09/06/1989 - 08/14/1990
CROSSLAND INVESTOR SERVICES CORP.
NA
11/25/1987 - 09/27/1988
J. T. MORAN & CO., INC.
NA
02/26/1987 - 11/13/1987
BLINDER, ROBINSON & CO., INC.
IA
Issued 02/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/11/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/28/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/09/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 07/31/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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