ADVISOR BIO

Nicholas Ciriello is an investment advisor representative with RBC Capital Markets, LLC. Nicholas has been in the securities industry since 1999. Prior to joining RBC Capital Markets, LLC, Nicholas was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nicholas holds Series 7, 31, and 66 securities licenses. Nicholas is also registered to sell securities in 28 states. Nicholas specializes in working with high-net-worth individuals, corporations, and charitable organizations. Nicholas provides a range of financial advisory services, including portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

Nicholas Anthony has been in the financial services industry since 1988. Currently, Nicholas is a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to working at Merrill Lynch, Nicholas Anthony worked at Deutsche Bank Securities Inc. Nicholas has a number of licenses and registrations including Series 3, 7, 9, 10, 15, 63 and 65. Nicholas Anthony's specializations are Retirement Planning, Estate Planning, Education Planning, Insurance and Mutual Funds.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Stone is a financial advisor with Edward Jones, a firm with over 825 billion in assets under management. Nicholas has been in the financial industry since 2011 and holds Series 7 and 63 licenses. He also holds Series 65, which is a licensing exam required for investment advisors. Nicholas offers financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals and businesses. His firm offers a range of services to clients, including portfolio management, financial planning, and retirement planning. Nicholas is registered to offer investment advisory services in California and Texas.

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ADVISOR BIO

Nicholas Carrillo is a financial advisor with Ameriprise Financial Services, LLC. Nicholas has been in the financial industry for 2 years and has a Series 7TO, Series 66, and SIE license. Nicholas works out of the Thousand Oaks, CA branch of Ameriprise.

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ADVISOR BIO

Nicholas Curran is an investment advisor representative with Interlake Capital Management, LLC in CARMEL, CA. Nicholas is a registered investment advisor in Wisconsin. Nicholas' previous employers include PRUCO SECURITIES, LLC. and AXA ADVISORS, LLC. Nicholas has passed the Series 7 and Series 66 exams. Nicholas has a total of 25 clients and approximately $69,450,000 in regulatory assets under management. Interlake Capital Management, LLC offers portfolio management for individuals and pension consulting.

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ADVISOR BIO

Nicholas Reno Carcione is an investment advisor representative at Assetmark, Inc. with a focus on providing investment advice to individuals, businesses, and investment companies. Nicholas Reno Carcione holds the Series 63, Series 65, Series 6TO, and SIE licenses, allowing him to offer a wide range of financial products and services. Nicholas Reno Carcione has over 5 years of experience in the financial services industry. Before joining Assetmark, Inc., Nicholas Reno Carcione worked at Global Financial Private Capital. Nicholas Reno Carcione is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Nicholas Ellis is a financial advisor with over 39 years of experience in the financial services industry. Nicholas is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Nicholas has a wide range of experience and is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Nicholas Clauson Grose is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 14 years of experience in the industry. Nicholas Clauson Grose has held previous roles at J.P. Morgan Securities LLC, Chase Investment Services Corp., Key Investment Services LLC, Bancwest Investment Services, Inc., and Woodbury Financial Services, Inc. Nicholas Clauson Grose is registered with the state of California and Texas. Nicholas Clauson Grose is licensed to sell securities and has passed the Series 6, Series 7, Series 66, and SIE exams. Nicholas Clauson Grose specializes in providing financial advice to individuals, corporations, and businesses.

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ADVISOR BIO

Nicholas Bautista is a financial advisor with Clearview Wealth Management. Nicholas has been in the financial services industry for over 7 years. Nicholas holds the Series 66 and Series 7 licenses and is a Certified Financial Planner. Nicholas has experience providing financial planning services to individuals, businesses, and charitable organizations. Nicholas is also registered to provide investment advisory services in California, Florida, Ohio, Texas, and Washington.

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ADVISOR BIO

Nicholas Ruotolo is a financial advisor with over 7 years of experience in the industry. Nicholas is registered with the state of California and Texas as a Registered Representative and Investment Advisor Representative. Nicholas is currently employed by Osaic Wealth, Inc. and holds the Series 7, SIE, and Series 66 licenses. Nicholas is a member of FINRA and is also a Registered Representative of Osaic Wealth, Inc. Nicholas specializes in providing financial planning and investment management services to individuals, businesses, and corporations. Nicholas offers a variety of financial products and services, including fixed insurance products such as indexed annuities, disability, long-term care, and traditional life insurance.

SPECIALIZATIONS