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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nick? Claim Your ProfileNick Anthony Pietrocola is an investment advisor representative with Ameriprise Financial Services, LLC. Nick has over 20 years of experience in the financial services industry. Nick's previous roles have included positions at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Nick provides financial planning, portfolio management, and asset allocation services to individuals, businesses, trusts, estates, charitable organizations, and pension and profit-sharing plans.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
OH
07/19/2012 - Present
Ameriprise Financial Services, LLC (Westlake OH)
OH
06/01/2009 - 07/27/2012
MORGAN STANLEY SMITH BARNEY (WESTLAKE OH)
OH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WESTLAKE OH)
OH
09/29/1998 - 04/02/2007
MORGAN STANLEY DW INC. (WESTLAKE OH)
IA
Issued 10/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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