Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Distefano is an Investment Advisor Representative at Sc&h Wealth. Nicholas has been with the firm since June 2016. Nicholas is registered with the state of Maryland and is also registered with the states of Pennsylvania and Virginia. Nicholas holds a Series 65 license. Nicholas is a licensed Enrolled Agent and provides tax planning and accounting services to clients of both Sc&h Financial Advisors, Inc. and Sc&h Group, Inc. Nicholas has worked in the financial industry for over 7 years.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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MD
01/10/2023 - Present
Sc&h Wealth (SPARKS MD)
IA
Issued 12/20/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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