Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Demaio is an investment advisor representative at State Farm Investment Management Corp. Nicholas has been in the financial services industry since 2002 and holds Series 6, 63, and 65 licenses, as well as the SIE exam. Nicholas is registered in Delaware, New Jersey, and Pennsylvania. Nicholas is a licensed insurance agent and owns and operates an insurance agency. Nicholas also serves as secretary of the board of directors of the Mallard Creek Condo Association. Nicholas is committed to providing personalized financial advice and investment management services to his 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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/21/2023 - Present
State Farm Investment Management Corp. (Richboro PA)
IA
Issued 06/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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