Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Suzanne Casamassa is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in RIVERHEAD, NY. Nicole Casamassa has been in the securities industry since 1997 and has experience working with individuals, corporations, insurance companies, charitable organizations, and pension and profit sharing plans. She is also registered as an investment advisor representative with the firm. Nicole Casamassa has passed the Series 7, Series 63, and the SIE exams, and has been a licensed agent in Connecticut since 2007. She has also been a licensed agent in Texas since 2000.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
03/03/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RIVERHEAD NY)
MO
01/21/1999 - 02/01/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
10/27/1997 - 01/15/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 03/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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