Years of Experience
5-20+ Years
Excelsior, MN
24 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Walstrom is a financial advisor with Principal Asset Management. Nicholas is a registered representative and investment advisor representative. Nicholas has been in the industry since 2000. Nicholas holds Series 7 and Series 66 licenses. Nicholas is also a board member of the J&J Lovelace Foundation. Nicholas is committed to providing clients with personalized financial advice. Nicholas is experienced in a variety of areas, including portfolio management, asset allocation, and retirement planning.
SPECIALIZATIONS
LOS ANGELES, CA
11 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Rovelli is a financial advisor based in Los Angeles, California, with over 10 years of experience in the industry. Nicholas is currently registered with Goldman Sachs & Co. LLC and holds licenses for Series 3, 63, and 7. Nicholas previously worked at PIMCO INVESTMENTS LLC in Newport Beach, California. Nicholas specializes in a variety of investment areas, including securities, commodities, and mutual funds.
SPECIALIZATIONS
Tampa, FL
0 Disclosures
ADVISOR BIO
Nicholas Fanning is an investment advisor representative at Fisher Investments, a large investment advisory firm with over $298 billion in assets under management. Nicholas has been in the industry for over seven years, and has a Series 7 and Series 66 license. Prior to joining Fisher Investments, Nicholas worked for Transamerica Investors Securities Corporation and USAA Financial Advisors, Inc. Nicholas specializes in portfolio management for individuals, families, and businesses. He is passionate about helping clients achieve their financial goals, and is committed to providing personalized financial advice.
SPECIALIZATIONS
BOSTON, MA
10 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Scalia is an investment advisor representative with Eaton Vance Management. Nicholas has been in the industry since 2014 and has earned the Series 6, 7, 63, and 65 licenses. Nicholas's previous experience includes RS Funds Distributor LLC in Villanova, PA. Eaton Vance Management provides portfolio management for individuals, businesses, investment companies and pooled investment vehicles. The firm also offers selection of other advisors.
SPECIALIZATIONS
HOUSTON, TX
0 Disclosures
ADVISOR BIO
Nicholas Zdeblick is a registered investment advisor representative with Fayez Sarofim & Co. and Sarofim Trust Co. Nicholas is also registered with Sarofim International Management Co. in Texas. Nicholas has a designation of Chartered Financial Analyst. Nicholas has been with Fayez Sarofim & Co. since August 2006. Nicholas specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
SPECIALIZATIONS
OMAHA, NE
0 Disclosures
ADVISOR BIO
Nicholas Wilwerding is an investment advisor representative at Bridges Investment Management Inc. located in Omaha, NE. Nicholas has been in the industry since 2007 and holds the Series 6, Series 63, and Series 65 licenses. Nicholas has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Nicholas has a strong background in portfolio management and financial planning and offers a variety of services, including portfolio management, financial planning, and educational seminars. Nicholas is also a Chartered Financial Analyst.
SPECIALIZATIONS
NEW YORK, NY
15 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Orsi is a registered investment advisor representative with Guggenheim Investments. Nicholas Orsi is also registered with the state of Illinois and is licensed in Illinois and Maine. Nicholas Orsi holds FINRA Series 6, 7, and 63 licenses, as well as the SIE exam and the Series 65. Nicholas Orsi has been in the industry since December 6, 2009. Previously Nicholas Orsi was registered with Quasar Distributors, LLC and Chase Investment Services Corp.
SPECIALIZATIONS
RED BANK, NJ
0 Disclosures
ADVISOR BIO
Nicholas Bellia is an Investment Advisor Representative at Newport Capital Group, LLC. He has been with the firm since April 2010. Nicholas holds the Series 65 license and is registered with the state of New Jersey. He specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
SPECIALIZATIONS
JERSEY CITY, NJ
14 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Campbell is a registered investment advisor representative with Lord, Abbett & Co. LLC, based in Jersey City, New Jersey. Nicholas has been in the industry since June 2011 and holds licenses in Louisiana, New Jersey, and Texas. Nicholas has experience providing financial advice to a variety of clients, including individuals, corporations, investment companies, and pooled investment vehicles.
SPECIALIZATIONS
WHEATON, IL
10 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Laskowsky is a registered investment advisor representative with First Trust Advisors LP. Nicholas Laskowsky is currently registered with the state of Illinois and New York. Nicholas Laskowsky has been in the securities industry since August 18, 2014. Nicholas Laskowsky's previous employer was Waddell & Reed.
SPECIALIZATIONS