Unclaimed
Nicholas Montanaro is a financial professional with over 12 years of experience in the industry. He is currently registered with Allstate Financial Services, LLC in Connecticut. Nicholas holds the Series 6, Series 63 and SIE licenses. Previously, he worked at Allstate Financial Services, LLC in Trumbull, Connecticut and Lincoln, Nebraska. Nicholas is a licensed insurance agent in Connecticut.
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.
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.
1
2
CT
03/05/2024 - Present
Allstate Financial Services, LLC (Trumbull CT)
CT
11/23/2011 - 04/24/2023
ALLSTATE FINANCIAL SERVICES, LLC (Trumbull CT)
NE
11/01/2001 - 11/20/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
BC
Issued 12/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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