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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicola? Claim Your ProfileNicola Iannitelli is an investment advisor representative with Eagle Strategies LLC. Nicola is a registered investment advisor in New Jersey, New York, and several other states. Nicola has been working in the financial services industry since 1999. Nicola has been registered with Eagle Strategies LLC since 2013. Nicola has extensive experience in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Nicola specializes in retirement planning, college savings, and investment management. Nicola is committed to providing personalized service and helping clients achieve their financial goals. Nicola is a member of several industry organizations, including FINRA and the National Association of Personal Financial Advisors.
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.
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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2
NY
04/25/2023 - Present
Eagle Strategies LLC (New York NY)
BOTH
Issued 09/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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