Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Consoles is a financial advisor who has been in the industry since 1986. Nicholas holds a Series 6, Series 26, Series 63, and Series 65 license and is currently an Investment Advisor Representative for Gradient Advisors, LLC. Nicholas specializes in working with individuals and businesses, providing financial planning, pension consulting, selection of other advisors, and portfolio management. Nicholas previously worked for Liberty Partners Financial Services, LLC, Medallion Investment Services, Inc., Wall Street Financial Group, Inc., Brewster Securities Inc. and Aetna Life Insurance and Annuity Company.
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.
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.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
NH
09/16/2021 - Present
Gradient Advisors, LLC (Hampton NH)
NC
12/06/2011 - 05/12/2021
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
NH
07/26/2004 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (HAMPTON NH)
NY
04/05/1999 - 08/01/2002
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
FL
03/01/1993 - 05/12/1997
BREWSTER SECURITIES INC. (BELLEAIRE BEACH FL)
CT
02/11/1986 - 02/03/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 09/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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