ADVISOR BIO

Nicholas Jay Toman is a financial advisor with Trek Financial and has been in the industry since 2008. Nicholas Toman is a Certified Financial Planner and holds Series 6, 63, and 65 securities licenses. Nicholas Toman specializes in providing financial planning and advisory services to individuals, businesses, and charitable organizations. He has experience working with clients of all types and has helped people achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Fyntrilakis is an Investment Advisor Representative registered with Foundations Investment Advisors LLC. Nicholas Fyntrilakis is located in Phoenix, Arizona and is licensed to provide investment advisory services in Massachusetts. Nicholas Fyntrilakis has been in the industry since 2002 and has experience in various roles including insurance sales, real estate ownership, and working with MassMutual. Nicholas Fyntrilakis holds the Series 65 license and specializes in financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Hasselkus is a financial advisor currently registered with Morgan Stanley. Nicholas has been in the industry for over 20 years, beginning his career in 1999. Nicholas is registered to provide investment advice in several states. Nicholas is also a licensed agent with the state of Texas. Nicholas is affiliated with the Scottsdale, AZ office of Morgan Stanley. Prior to joining Morgan Stanley, Nicholas worked for Chase Investment Services Corp., The Huntington Investment Company, BANC One Securities Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, ING Funds Distributor, Inc. and U.S. Bancorp Piper Jaffray Inc. Nicholas has a broad range of experience in the financial services industry and is committed to providing his clients with personalized service and sound investment advice.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Gordon Swanson is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ. Nicholas has been in the financial services industry since May 2019 and holds the Series 7TO and SIE licenses. Nicholas is registered with FINRA. Nicholas specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Desimone is a financial advisor registered with Morgan Stanley. Nicholas has been in the financial services industry since March 2024. Nicholas holds Series 63, Series 7TO, and SIE licenses. Nicholas is registered to offer securities in all 50 states and the District of Columbia.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Michael Anderson is a financial advisor with Equitable Advisors, LLC. Nicholas is based in Scottsdale, Arizona and has been in the financial industry since 2014. Nicholas specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Nicholas holds the Series 7TO, SIE and Series 66 licenses.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Chavez is a registered investment advisor representative with Equitable Advisors, LLC. Nicholas has been in the financial services industry since 2018. Nicholas is also a member of the Ahwatukee Foothills Chamber of Commerce. Nicholas holds a Series 65, Series 7TO and SIE license and offers financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Kolesar is an investment advisor representative who has been in the financial industry since 2002. Nicholas is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide investment advice in Arizona and California. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc., Nicholas was employed by BANC OF AMERICA INVESTMENT SERVICES, INC.. Nicholas has a wide range of experience in the financial industry, having held positions at several firms. Nicholas is a well-rounded financial professional who can help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Adam Bour is an investment advisor representative with Redwood Private Wealth. Nicholas has been working in the financial industry since 2002. Nicholas holds the Series 6, 7, and 63 securities licenses and the Series 65 investment advisor license. Nicholas has been registered with the Securities and Exchange Commission (SEC) as an investment advisor representative since 2015. Before joining Redwood Private Wealth, Nicholas worked at several other firms, including FSC Securities Corporation, Corecap Investments, Inc., The Leaders Group, Inc., The Huntington Investment Company, Allstate Financial Services, LLC, NYLIFE Securities LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and Signator Investors, Inc. Nicholas provides financial planning, pension consulting, educational seminars, and selection of other advisers.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Allen is an investment advisor representative with Fidelity Personal and Workplace Advisors. Nicholas is registered with the state of Arizona and Texas and is licensed to offer securities and investment advice. Nicholas has been in the financial industry since 2015 and has a wide range of experience in financial planning, portfolio management, and education seminars. Nicholas specializes in working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Nicholas has a proven track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS