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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Liccardi is an investment advisor representative with City National Rochdale. Nicholas has been in the financial services industry for over 7 years, holds the Series 66, Series 7TO and SIE licenses. He is licensed to provide investment advice in New Jersey and New York. Nicholas has worked for several other firms in the past including AlphaSense, Wealth Enhancement Group, and Liccardi Ford Lincoln. Nicholas's experience and expertise in portfolio management makes him a valuable asset to his clients.
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.
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.
Strategic management for diversified investment portfolios.
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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NY
08/19/2024 - Present
City National Rochdale (NEW YORK NY)
BOTH
Issued 08/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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