Nicolo Sollena (CRD# 4527636) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Woolwich Township, NJ and has over 21 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Specific Solutions | Woolwich Township, NJ | Feb 2016 - Current | 8 |
| Raymond James Financial Services Advisors, Inc. | Woolwich Township, NJ | Jan 2009 - Current | 15 |
| Real Estate | Sewell, NJ | Oct 2008 - Current | 15 |
| Raymond James Financial Services | Woolwich Township, NJ | Jun 2008 - Current | 15 |
| Fulton Financial Corporation | Woolwich Township, NJ | Jun 2008 - Current | 15 |
| Fulton Bank | Woolwich Township, NJ | Jun 2008 - Current | 15 |
| Fulton Financial Advisors | Woolwich Township, NJ | Oct 2019 - Oct 2019 | < 1 |
| Rmn Properties | Sewell, NJ | Apr 2009 - Feb 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2002 |
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
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- 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
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