Nicholas Martin (CRD# 6962936) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Paramus, NJ and has over 6 years of experience in the finance industry.
CRD# 5366446
Lavish Financial Planning
CRD# 6659847
Rockefeller Capital Management
CRD# 2587716
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Brokerages Services LLC | Paramus, NJ | May 2018 - Current | 6 |
Rutgers Business School | Newark, NJ | Sep 2014 - May 2018 | 3 |
Stryker Corp | North Arlington, NJ | May 2016 - Sep 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2018 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- NJ
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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