Unclaimed
Nicholas Bressi is a financial advisor with Blackrock Investment Management, LLC, providing investment advisory services in Princeton, NJ and New York, NY. Nicholas has been working in the financial industry since 2016. Previously, Nicholas was an advisor with Allianz Global Investors Distributors, LLC, LPL Financial LLC, and Wells Fargo Clearing Services, LLC. Nicholas is registered with FINRA and holds the Series 66, Series 7, and SIE exams. Nicholas is licensed to provide investment advisory services in 55 jurisdictions.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
08/09/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
09/04/2018 - 07/14/2022
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
02/12/2018 - 08/16/2018
LPL FINANCIAL LLC (WHITE PLAINS NY)
NJ
09/29/2016 - 02/08/2018
WELLS FARGO CLEARING SERVICES, LLC (SUMMIT NJ)
BOTH
Issued 10/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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