As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
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- Asset Management
- Wealth Management
- Alternative Investments
- 401k Rollovers
- Retirement Planning
- Business Planning
- Cash Management
- Estate Planning
- Financial Planning
- Fixed Income
- Lending Services
- Municipal Bonds
- Qualified Plans
- Business Succession Planning
- Education Planning
- Investment Policy Statements
- Corporate Retirement Plans
- Defined Contribution Plans
- Insurance Services
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life & Health Insurance Licensed
- BA International Finance, 1995
Berkeley College
New York, NY
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- 2007: Morgan Stanley Smith Barney
Financial Advisor
New York, NY - 1998
- 2007: Oppenheimer & Co.
Financial Advisor
New York, NY
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Nicholas J. Vertucci is licensed in the following state(s):
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