Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Mortallaro is a financial professional with over 15 years of experience in the industry. Nicholas is registered with State Farm Investment Management Corp. and holds Series 6, Series 63, and SIE licenses. Nicholas is also a Chartered Financial Consultant (ChFC). Nicholas's practice is located in Blue Springs, Missouri and he is currently registered to provide investment advice in Florida, Kansas, and Missouri.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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MO
09/27/2021 - Present
State Farm Investment Management Corp. (Blue Springs MO)
BC
Issued 06/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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