Nicholas Urquiola, financial advisor Orlando FL
89 score

Nicholas Urquiola

CRD 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.

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Company Name Location Dates Years
Securian Financial Services Inc. St. Paul, MN Aug 2013 - Current 3
Minnesota Life St. Paul, MN Aug 2013 - Current 3
Evershore Financial Services Inc. Orlando, FL Aug 2013 - Current 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: 651-665-5609
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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