Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Paul De longis is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 14 years of experience in the financial services industry. Nicholas is licensed to offer investment advisory services in Pennsylvania and Texas, as well as brokerage services in multiple states. He holds the Series 7, Series 66, and SIE exams and is dedicated to providing personalized financial guidance to his clients. Nicholas has a wide range of expertise and specializes in financial planning, portfolio management, and pension consulting. He also offers educational seminars to help clients better understand their financial options. Nicholas is committed to helping his clients achieve their financial goals through a comprehensive and tailored approach.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/02/2022 - Present
Stifel, Nicolaus & Company, Inc. (ALTOONA PA)
PA
03/13/2009 - 08/24/2009
RBC CAPITAL MARKETS CORPORATION (HOLLIDAYSBURG PA)
PA
08/13/2007 - 03/13/2009
FERRIS, BAKER WATTS, LLC (HOLLIDAYSBURG PA)
BOTH
Issued 06/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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