Nicholas Urquiola, financial advisor Orlando FL
90 score

Nicholas Urquiola

CRD Number: 6157668
Current Firm: Charles Schwab & Company, Inc.

Nicholas Urquiola (CRD# 6157668) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Orlando, FL Oct 2016 - Current 1
Securian Financial Services Inc. St. Paul, MN Aug 2013 - Oct 2016 3
Minnesota Life St. Paul, MN Aug 2013 - Oct 2016 3
Evershore Financial Services Inc. Orlando, FL Aug 2013 - Oct 2016 3
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
Contact Info for Nicholas J. Urquiola
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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