Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Pateros is a financial advisor with over 17 years of experience in the industry. Nicholas is currently registered with J.P. Morgan Securities LLC and has held previous roles at Citigroup Global Markets Inc. and Morgan Stanley DW Inc.. Nicholas has a broad range of experience and expertise in the financial services industry and is dedicated to providing personalized investment advice and financial planning to 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
10/24/2016 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
11/02/2006 - 10/20/2016
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
12/07/2001 - 05/01/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 11/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
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