Nicholas PavaoCRD Number: 6113770
Current Firm: Prudential Financial Planning Services
Nicholas Pavao (CRD# 6113770) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Diego, CA and has over 4 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|The Prudential Insurance Company Of America||San Diego, CA||Oct 2017 - Current||< 1|
|Ucsd Staderized Patient Program||La Jolla, CA||Sep 2017 - Current||< 1|
|Pruco Securities, LLC||San Diego, CA||Aug 2017 - Current||< 1|
|Lyft||San Francisco, CA||Aug 2017 - Current||< 1|
|Unemployed||Providence, RI||Jan 2017 - Aug 2017||< 1|
|Bank Of America, N.a.||Lincoln, RI||Jun 2014 - Jan 2017||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lincoln, RI||May 2008 - Jan 2017||8|
|Johnson & Wales University||Providence, RI||Jun 2006 - Nov 2009||3|
|The Home Depot||Middletown, RI||Sep 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management5,161MILLIONS
Total Number of Accounts41,530ACCOUNTS
Average Account Value$124,275
- A percentage of assets under your management
- Hourly charges
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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