Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolino? Claim Your ProfileNicolino Zullo is a financial advisor with over 20 years of experience in the financial services industry. Nicolino Zullo is currently registered with TD Private Client Wealth LLC and has offices in Andover, MA and Hartford, CT. Prior to joining TD Private Client Wealth LLC, Nicolino Zullo worked for RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Manufacturers Securities Services, LLC. Nicolino Zullo specializes in providing financial advice to individuals, corporations, and other businesses. Nicolino Zullo holds the Series 6, 7, 24, 63, and 66 securities 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.
A percentage of the total value of assets under management is charged.
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2
MA
01/04/2024 - Present
TD Private Client Wealth LLC (ANDOVER MA)
MA
03/26/2019 - 11/21/2022
RBC CAPITAL MARKETS, LLC (BOSTON MA)
MA
10/23/2009 - 03/19/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANDOVER MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
NY
06/06/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
04/30/2001 - 09/26/2001
MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)
BOTH
Issued 12/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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