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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikolas? Claim Your ProfileNikolas Alfonso is a financial advisor with Raymond James & Associates, Inc. in St. Petersburg, FL. Nikolas Alfonso has been in the industry since 2015 and has been registered with Raymond James & Associates, Inc. since 2019. Nikolas Alfonso is a Chartered Financial Analyst and holds the Series 63, Series 52TO, SIE, and Series 7 licenses. Nikolas Alfonso specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Nikolas Alfonso is also active in the community as a coach for the St. Pete Tsunami baseball team.
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.
Please see note in schedule d - miscellaneous
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
FL
09/19/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BC
Issued 08/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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