Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Alamillo is a financial advisor who has been in the industry since 2018. Nicolas is currently registered with Fidelity Personal AND Workplace Advisors and has been with them since 2021. Before Fidelity Personal AND Workplace Advisors, Nicolas worked at Wells Fargo Clearing Services, LLC. Nicolas offers a variety of services, including portfolio management, financial planning, and educational seminars. Nicolas is a dedicated financial advisor who is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/10/2022 - Present
Fidelity Personal AND Workplace Advisors (BREA CA)
CA
08/21/2018 - 09/24/2021
WELLS FARGO CLEARING SERVICES, LLC (RIVERSIDE CA)
IA
Issued 02/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Nicolas Alamillo is the right advisor for you? Invested Better is here to help.
