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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 Venuto is an Investment Advisor Representative associated with USI Advisors in Glastonbury, CT. Nikolas holds the Series 65 - Uniform Investment Adviser Law Examination and is licensed in California. Nikolas has previously been employed by myCIO Wealth Partners, LLC, Deloitte, Bucknell University, USI Consulting Group, and USI Advisors. Nikolas is a specialist in insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Seminars and 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.
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CA
02/03/2022 - Present
USI Advisors (San Diego CA)
IA
Issued 01/27/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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