Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Stamatellos is a financial professional with over 20 years of experience in the industry. Nicholas is currently registered with Equitable Advisors, LLC and has been with the firm since 2010. Previously, Nicholas has also worked with DAVID LERNER ASSOCIATES, INC., WADDELL & REED, INC., and LADENBURG CAPITAL MANAGEMENT INC. Nicholas is a Series 63, 65, 7, 24 and 53 licensed professional and provides financial planning, pension consulting, and educational seminars for individuals and businesses. Nicholas is registered with the state of Connecticut.
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.
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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2
CT
11/08/2010 - Present
Equitable Advisors, LLC (STAMFORD CT)
CT
03/26/2004 - 10/20/2010
DAVID LERNER ASSOCIATES, INC. (DARIEN CT)
KS
08/22/2002 - 03/18/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
09/10/2001 - 07/23/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
IA
Issued 09/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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