Unclaimed
Nicholas Zampiello is a registered representative of Charles Schwab & CO., Inc., with a branch office located in Reston, VA. Nicholas is active in both Broker-Dealer and Investment Advisor scopes. Nicholas holds the Series 66, Series 7TO, and SIE licenses. They are currently registered to offer securities and investment advisory services in 53 states. Nicholas has been working in the financial services industry since 2023.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
VA
10/03/2024 - Present
Charles Schwab & CO., Inc. (Reston VA)
BOTH
Issued 12/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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