ADVISOR BIO

Nick Lapin is a financial professional with over 10 years of experience in the industry. Nick is a registered investment advisor and holds the Series 6, 63, and 65 licenses. Nick is currently employed by Assetmark, Inc. and has worked for Capital Brokerage Corporation in the past. Nick's primary area of focus is providing investment advice and portfolio management services for individuals, investment companies, and pension plans. Nick specializes in working with high net worth individuals and institutions.

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ADVISOR BIO

Nick Pantuso is a financial advisor registered with Osaic Wealth, Inc. based in Thousand Oaks, CA. Nick has been in the financial services industry since June 8, 2018. Nick has a Series 6, 63, and 66 securities licenses. Nick has a wide range of experience in the financial services industry, including real estate and insurance. Nick is also a member of the National Association of Realtors and the California Association of Realtors.

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ADVISOR BIO

Nick Cassidy is an Investment Advisor Representative who has been in the financial services industry for over 16 years. Nick has a Series 7, 9, 10, 31, and 66 license. Nick is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has experience in providing financial services to individuals, businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Nick worked at BANC OF AMERICA INVESTMENT SERVICES, INC.. Nick is also registered with the state of California. The information presented is for informational purposes only and is not to be considered investment advice.

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ADVISOR BIO

Nick Alan Delucio is a financial advisor with RBC Capital Markets, LLC. Nick Alan Delucio has been a registered representative since February 7, 2007. Nick Alan Delucio has passed the Series 3, 7, 9, 10, 66 and SIE exams. Prior to RBC Capital Markets, LLC, Nick Alan Delucio worked at UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Nick Alan Delucio is based in San Francisco, California.

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ADVISOR BIO

Nick Vaziri Nejad is an investment advisor representative with Beverly Hills Private Wealth, LLC. Nick is a Chartered Financial Analyst and has been in the industry since 2014. Nick has experience at KCS Wealth Advisory, Hotchkis & Wiley Capital Management, and Beverly Hills Private Wealth, LLC. The firm provides portfolio management for individuals and businesses. Nick is registered in California.

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ADVISOR BIO

Nick Pagonis is a financial advisor who has been in the industry since 2009. Nick is currently registered as a broker and an investment advisor representative with Wells Fargo Clearing Services, LLC. Nick has a Series 66, Series 7, and SIE license. Prior to joining Wells Fargo Clearing Services, LLC, Nick was employed by UNIONBANC INVESTMENT SERVICES, LLC. Nick specializes in providing financial advice to individuals, businesses, and retirement plans. Nick is currently registered with the state of California. Nick also has registrations in the states of Texas, Arizona, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Maryland, Massachusetts, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, North Carolina, Ohio, Oregon, Tennessee, Washington, and Wisconsin.

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ADVISOR BIO

Nick Knepper is an investment advisor representative at J.p. Morgan Securities LLC. Nick is registered with the state of California and Texas. Nick has been in the securities industry since 2020. Nick holds the Series 7, Series 65, and Series 66 licenses. Nick is located in San Francisco, California and works at the San Francisco branch office of J.p. Morgan Securities LLC.

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ADVISOR BIO

Nickalus Ketcham is a financial advisor at Western International Securities, Inc. Nickalus has been in the financial industry for over 20 years and has extensive experience in providing financial planning and portfolio management services. He is also a Certified Financial Planner and is registered in California, Florida, and Texas. Nickalus has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Nicki M. Nie is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Newport Beach, CA. Nicki has been in the financial services industry for over 13 years. Nicki is registered with FINRA and has a Series 66 license. Nicki also holds a Series 7 license. Nicki is also registered to sell securities in several other states, including Arizona, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, Texas, Virginia, and Washington. Nicki is also registered with the state of California as an Investment Advisor Representative. Nicki offers a variety of financial services, including investment management, financial planning, and retirement planning. Nicki has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Nicki is committed to providing her clients with the highest level of personalized service and financial guidance.

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ADVISOR BIO

Nicklaus Peterson is a financial advisor registered with Edward Jones since April 2015. Nicklaus Peterson is currently registered with the State of Texas as a registered investment advisor and with the State of California as a registered representative. Nicklaus Peterson holds the Series 66, Series 7, and SIE licenses and is active in the brokerage and investment advisory industry since June 2015.

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