Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Valdes-fauli is a financial advisor who has been in the industry since 2004. Nicolas is currently registered with Main Street Financial Solutions, LLC in Florida and New York. Before joining Main Street Financial Solutions, LLC, Nicolas worked at MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Nicolas is also a Certified Financial Planner™.
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.
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
PA
10/01/2021 - Present
Main Street Financial Solutions, LLC (NEWTOWN PA)
NY
06/01/2009 - 07/08/2010
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
09/20/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 10/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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