Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nico? Claim Your ProfileNico Santaniello is an investment advisor representative with Ameriprise Financial Services, LLC in Springfield, MA. Nico is licensed to provide investment advice in 26 states and Washington, D.C. Nico has been in the industry since April 25, 2013, and has a diverse range of experience working with individuals, families, trusts, and corporations. Nico is also a registered insurance agent and has a history of providing insurance products and services. Nico is committed to providing comprehensive financial planning and investment advice to help clients reach 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.
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.
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MA
02/20/2024 - Present
Ameriprise Financial Services, LLC (Springfield MA)
CT
04/26/2013 - 03/01/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST HARTFORD CT)
IA
Issued 05/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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