Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nico? Claim Your ProfileNico Valerio is a financial advisor with Fidelity Personal And Workplace Advisors. Nico has been working in the financial industry for more than 5 years and has a variety of experience in both the brokerage and investment advisory space. Nico has a Series 7, Series 66, and SIE licenses and is registered to provide investment advice in 53 states. In addition to their experience, Nico has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice. Nico is committed to working with clients to help them achieve their financial goals. Nico is passionate about helping clients understand their financial situation and develop a plan to reach their 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.
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.
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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NV
11/11/2022 - Present
Fidelity Personal AND Workplace Advisors (HENDERSON NV)
NV
11/19/2019 - 10/25/2021
WELLS FARGO CLEARING SERVICES, LLC (LAS VEGAS NV)
NV
08/25/2018 - 06/27/2019
EDWARD JONES (HENDERSON NV)
BOTH
Issued 12/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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