Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Santangelo is an investment advisor representative with UBS Financial Services Inc., registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Nicolas has a diverse background in education, technology, and finance. Nicolas has held previous positions with Clark Lane Middle School, Waterford High School, Bryant University, Dell Technologies, Strategic Retirement Partners, General Dynamics Electric Boat, and Janney Montgomery Scott LLC. Nicolas holds the Series 7, Series 66, and SIE licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
11/12/2024 - Present
UBS Financial Services Inc. (FT. LAUDERDALE FL)
FL
09/26/2023 - 06/03/2024
UBS FINANCIAL SERVICES INC. (Fort Lauderdale FL)
BOTH
Issued 01/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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