Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolo? Claim Your ProfileNicolo Sollena is a financial advisor who has been in the industry since 2003. Nicolo is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in New Jersey and Texas. Nicolo has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Nicolo specializes in providing financial planning, investment management, and retirement planning services. Nicolo has also been involved in real estate as a partner in a joint venture. Nicolo is committed to helping clients achieve their financial goals and provides personalized service to each client.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
02/22/2016 - Present
Raymond James Financial Services Advisors, Inc. (WOOLWICH TOWNSHIP NJ)
NJ
04/26/2006 - 06/05/2008
PRIMEVEST FINANCIAL SERVICES, INC. (WOOLWICH TOWNSHIP NJ)
MO
11/07/2002 - 08/23/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MN
07/10/2002 - 07/19/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/10/2002 - 07/19/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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