Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nickolas? Claim Your ProfileNickolas Lorenzo Locicero is an Investment Advisor Representative at Mercer Global Advisors Inc. located in Walnut Creek, CA. Nickolas has been in the industry since March of 2023. Nickolas holds a Series 65 license. Nickolas is a specialist in the following areas: Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Individuals. Nickolas has a long history of experience in the financial services industry. In addition to Mercer Global Advisors Inc., Nickolas has been employed at Beacon Pointe Advisors, LLC, Doordash, Inc., Instacart, California State University, Fullerton, Bouchon Bakery, Saint Mary's College of California. Nickolas also provides Trust Services, Estate Planning, Tax Return Preparation, and Consultation.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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CA
07/23/2024 - Present
Mercer Global Advisors Inc. (Walnut Creek CA)
IA
Issued 01/13/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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