Nickolas Vitalis (CRD# 7036344) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has 1 year of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Saturna Capital Corporation | Bellingham, WA | Aug 2020 - Current | 3 |
Saturna Brokerage Services | Bellingham, WA | May 2019 - Current | 4 |
Lynden Tribune | Lynden, WA | Aug 2018 - Current | 5 |
Saturna Capital Corporation | Bellingham, WA | Oct 2018 - Aug 2020 | 1 |
Saturna Brokerage Services | Bellingham, WA | Oct 2018 - May 2019 | < 1 |
Fns Food Services | Bellingham, WA | Jul 2016 - Oct 2018 | 2 |
Bellingham Herald | Bellingham, WA | Aug 2017 - May 2018 | < 1 |
Western Washington University | Bellingham, WA | Sep 2014 - Jun 2016 | 1 |
Jimmy Johns | Kent, WA | Jun 2015 - Sep 2015 | < 1 |
City Of Auburn Parks & Rec | Auburn, WA | Jun 2015 - Sep 2015 | < 1 |
Amazon.com | Kent, WA | Jun 2014 - Sep 2014 | < 1 |
Full-time School | Kent, WA | Sep 2006 - Jun 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- CA
- IL
- IN
- MD
- MI
- NY
- OH
- TX
- VA
- WA
-
Total Assets Under Management6,644MILLIONS
-
Total Number of Accounts115ACCOUNTS
-
Average Account Value$57,771,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, FL, GA, IL, IN, MD, MI, NV, NY, OH, TX, VA, WA
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