Nicholas UrquiolaCRD Number: 6157668
Current Firm: Securian Financial Services, Inc.
Nicholas Urquiola (CRD# 6157668) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Orlando, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Securian Financial Services Inc.||St. Paul, MN||Aug 2013 - Current||4|
|Minnesota Life||St. Paul, MN||Aug 2013 - Current||4|
|Evershore Financial Services Inc.||Orlando, FL||Aug 2013 - Current||4|
|Securian Financial Services Inc.||St. Paul, MN||Jan 2013 - Aug 2013||< 1|
|Evershore Financial||Orlando, FL||Jan 2013 - Aug 2013||< 1|
|The Peabody||Orlando, FL||Mar 2011 - Aug 2013||2|
|University Of Central Florida||Orlando, FL||Aug 2008 - Dec 2012||4|
|Pac Sun||Orlando, FL||Jun 2008 - Mar 2011||2|
|Texas Roadhouse||Orlando, FL||Aug 2007 - Jun 2008||< 1|
|Freedom High School||Orlando, FL||Aug 2003 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV