Nikolas Papageorge (CRD# 6196895) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Beach Gardens, FL and has over 6 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates Inc. | Palm Beach Gardens, FL | Jul 2023 - Current | < 1 |
| Ubs Financial Services Inc. | Walnut Creek, CA | Dec 2020 - Jul 2023 | 2 |
| Bank Of America, N.a. | Pleasanton, CA | Nov 2017 - Dec 2020 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pleasanton, CA | Apr 2017 - Dec 2020 | 3 |
| University Of Arizona | Tucson, AZ | Aug 2015 - Apr 2017 | 1 |
| Compass Company Engineering | Hong Kong, | Jun 2015 - Aug 2015 | < 1 |
| University Of Arizona | Tucson, AZ | Aug 2014 - Jun 2015 | < 1 |
| Stanford University | Palo Alto, CA | Jun 2014 - Aug 2014 | < 1 |
| University Of Arizona | Tucson, AZ | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- FL
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, VI, VT, WA, WI, WV, WY
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