Unclaimed
Nicholas Tarulli is a financial advisor with Diversify Advisory Services, LLC. Nicholas is a registered representative with the firm and holds Series 7 and Series 66 licenses. Nicholas's experience in the industry started in July 2016 and has expertise in providing financial planning, selection of other advisors, and portfolio management for both individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
01/09/2025 - Present
Diversify Advisory Services, LLC (SANDY UT)
FL
06/21/2021 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CA
07/22/2016 - 06/28/2021
EQUITABLE ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 08/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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