Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolae? Claim Your ProfileNicolae Ciprian Porancea is a financial professional with over 10 years of experience in the industry. Nicolae Ciprian Porancea is currently a registered representative with Vanguard Advisers, Inc., serving clients in North Carolina and Texas. Nicolae Ciprian Porancea has a Series 7, Series 63, and SIE licenses. Nicolae Ciprian Porancea is also a Certified Financial Planner. Before joining Vanguard Advisers, Inc., Nicolae Ciprian Porancea was employed by Vanguard Marketing Corporation in Charlotte, NC. Nicolae Ciprian Porancea focuses on providing financial planning, portfolio management, and selection of other advisers services. Nicolae Ciprian Porancea works with a range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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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2
NC
10/01/2019 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
NC
09/12/2011 - 11/08/2012
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 09/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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