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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 Pileggi is a financial advisor at The Marshall Financial Group, Inc. Nicholas has been in the industry since July 2014 and is registered as an Investment Advisor Representative in Pennsylvania. He has a Series 65 license and is a Certified Financial Planner. Nicholas specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Nicholas is also involved in rental property ownership.
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.
Guidance on pension options to ensure a secure financial future.
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.
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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PA
10/17/2024 - Present
THE Marshall Financial Group, Inc. (DOYLESTOWN PA)
IA
Issued 01/22/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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