Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Barlotta is a financial advisor registered with Benjamin F. Edwards & Company, Inc. Nicholas has 28 years of experience in the securities industry, specializing in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Nicholas is registered in 28 states and has a wide range of experience and expertise to help you with your financial goals.
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
FL
11/07/2014 - Present
Benjamin F. Edwards & Company, Inc. (DESTIN FL)
FL
01/01/2008 - 05/09/2013
WELLS FARGO ADVISORS, LLC (DESTIN FL)
FL
02/20/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FT WALTON BEACH FL)
BC
Issued 02/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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