Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nick? Claim Your ProfileNick Agostino Milazzo is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Nick has been in the financial services industry since November 2004. He is registered with the state of California and Texas and holds Series 66, Series 7 and SIE licenses. Nick is also a Certified Financial Planner. He provides a wide range of financial services to individuals and businesses, including financial planning, portfolio management, and retirement planning. He also offers insurance sales through various insurance carriers. In addition to his work with LPL Financial LLC, Nick is also the President of The Nick A Milazzo Group. Nick is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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CA
07/21/2021 - Present
LPL Financial LLC (BREA CA)
CA
11/15/2004 - 07/21/2021
WADDELL & REED (RIVERSIDE CA)
BOTH
Issued 12/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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