Unclaimed
Nicholas Marinelli is a financial advisor registered with MML Investors Services, LLC. Nicholas has been in the financial industry since 2023. Nicholas holds a Series 7TO and a Series 66 license. Nicholas has provided advisory services for various client types including high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VT
01/05/2024 - Present
MML Investors Services, LLC (COLCHESTER VT)
BOTH
Issued 01/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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