Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Agostinacchio is a financial advisor with over 20 years of experience in the industry. Nicholas currently is registered with LPL Financial LLC in Jackson, NJ and is licensed to sell securities in New Jersey and South Carolina. Previously, Nicholas has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and DATEK ONLINE FINANCIAL SERVICES LLC. Nicholas specializes in providing investment advice and financial planning services to individuals, corporations, pension plans, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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
NJ
02/27/2023 - Present
LPL Financial LLC (Jackson NJ)
NJ
09/01/2010 - 03/01/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
07/11/2003 - 08/24/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
06/30/2001 - 09/24/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
01/16/2001 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BOTH
Issued 07/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/25/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Agostinacchio is the right advisor for you? Invested Better is here to help.
