Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Meletio is a financial advisor with UMB Financial Services, Inc. Nicholas has been in the financial services industry since 2012 and is registered with FINRA. Nicholas holds Series 63, Series 7 and SIE licenses and is currently registered in Illinois, Missouri and Wisconsin. Nicholas specializes in providing financial planning and portfolio management for individuals and businesses.
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.
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.
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2
MO
07/18/2012 - Present
UMB Financial Services, Inc. (ST. LOUIS MO)
BC
Issued 08/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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