Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicola? Claim Your ProfileNicola Patullo is an investment advisor representative who has been in the industry since 2000. Nicola is currently registered with Legacy Edge Advisors and has previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company and PFS Investments Inc.. Nicola is registered as an Investment Advisor Representative in New Jersey and holds the following licenses: Series 6, Series 7, Series 63, and Series 65. Nicola is also a Certified Financial Planner. Nicola specializes in providing financial planning and portfolio management services to high-net-worth individuals and other individuals.
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.
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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NY
11/01/2023 - Present
Legacy Edge Advisors (SYOSSET NY)
NJ
02/10/2005 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PRINCETON NJ)
MA
03/11/2002 - 01/20/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/11/2002 - 01/20/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
GA
04/11/2000 - 03/20/2002
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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