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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Pastorino is a financial advisor with Raymond James Financial Services Advisors, Inc. Nicholas has been in the industry since 2005. He is a registered representative in California and Texas and also holds Series 6, 7, 24, 63 and 66 licenses. Nicholas has worked for SagePoint Financial, Inc., SunAmerica Securities, Inc., and Tri Counties Bank in the past. His firm provides advisory services to individuals, businesses, and institutional clients. His firm focuses on financial planning, portfolio management, pension consulting, and educational seminars. The firm also offers a range of other advisory services, including selection of other advisors, hourly and fixed rate consultations, and portfolio management for businesses and individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
03/14/2017 - Present
Raymond James Financial Services Advisors, Inc. (ROSEVILLE CA)
CA
10/31/2005 - 09/29/2016
SAGEPOINT FINANCIAL, INC. (ROSEVILLE CA)
AZ
10/12/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 12/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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