Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Zamparelli is a financial advisor who has been in the industry since 2002. Nicholas is currently registered with Sequoia Financial Group, LLC. Nicholas has worked for several firms throughout their career including Blackrock Investments, Inc. and FAM Distributors, Inc. Nicholas holds both Series 7 and Series 66 licenses and is a Chartered Financial Analyst. Nicholas is also registered as an Investment Advisor Representative in Pennsylvania. Nicholas specializes in financial planning, portfolio management, and investment management services.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
05/02/2024 - Present
Sequoia Financial Group, LLC (AKRON OH)
NY
09/29/2006 - 12/05/2008
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
NY
09/09/2002 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
BOTH
Issued 02/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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