Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikolas? Claim Your ProfileNikolas Piccolo is a Registered Investment Advisor currently registered with the state of New Jersey. Nikolas is associated with Summit Financial, LLC and has been with the firm since May 2024. Nikolas holds a Series 65 license and has been a registered representative for 2 years. Nikolas has previously worked at RBC Wealth Management, RegentAtlantic, Seton Hall University, Equitable Advisors, Corient, and Corient Services LLC. Nikolas provides investment advice to high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
05/28/2024 - Present
Summit Financial, LLC (PARSIPPANY NJ)
IA
Issued 01/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Nikolas Piccolo is the right advisor for you? Invested Better is here to help.
