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Nicholas Mariano is an Investment Advisor Representative at Next Level Private LLC. Nicholas has been in the financial services industry since 2018 and has been registered with the state of New York since August 2022. Nicholas holds the Series 65 and SIE licenses. Nicholas specializes in Financial Planning, Portfolio Management for Individuals, and Pension Consulting. Next Level Private LLC is a registered investment advisor firm that offers financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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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NY
08/09/2022 - Present
Next Level Private LLC (HARRISON NY)
IA
Issued 07/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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