Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Tramazzo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been working in the securities industry since March 30, 2021. Nicholas is registered with FINRA, a self-regulatory organization, as a Registered Representative (RR) and has been with Merrill Lynch for over a year. He has a Series 7TO, Series 63, Series 66 and SIE license. His previous experience includes working as a financial advisor with Fidelity Brokerage Services LLC and Burch & Company, Inc. Nicholas is a graduate of the University of Central Florida.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/31/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
02/12/2021 - 06/13/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
MO
08/20/2020 - 01/25/2021
BURCH & COMPANY, INC (KANSAS CITY MO)
BOTH
Issued 03/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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