Unclaimed
Nicholas T. Jembelis is a financial advisor with over 20 years of experience in the industry. Nicholas joined David Lerner Associates, Inc. in 1999 and is currently registered with the firm in 22 states. Nicholas has passed the Series 7, Series 63 and the Securities Industry Essentials Examination. Nicholas is dedicated to providing clients with comprehensive financial advice and guidance.
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.
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.
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2
NY
10/21/1999 - Present
David Lerner Associates, Inc. (WHITE PLAINS NY)
BC
Issued 11/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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