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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Ruiz colodrero is a financial advisor with Equitable Advisors, LLC. Nicolas has been in the financial services industry for over 6 years. Nicolas is registered to provide investment advice in 16 states. Nicolas holds Series 7TO and SIE securities licenses and has passed the Uniform Combined State Law Examination. Nicolas works with a variety of clients, including high-net-worth individuals, individuals, and families, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Nicolas provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors to clients. Nicolas is based in the Wellesley, Massachusetts office of Equitable Advisors, LLC.
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.
A percentage of the total value of assets under management is charged.
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2
MA
03/22/2024 - Present
Equitable Advisors, LLC (WELLESLEY MA)
BOTH
Issued 03/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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