Licensed Financial Paraplanner
While working on his Business Administration degree at the University of Florida, Nick began the Jacksonville Wealth Management internship program. Upon graduation, Nick became a Licensed Financial Paraplanner and holds the following registrations and licenses:
- Series 7 General Securities Registered Representative with LPL Financial
- Series 66 Uniform Combined Investment Advisor State Law with Private Advisor Group
- Variable Annuity, Life, and Health Insurance
Growing up, Nick knew he wanted a profession that involved taking care of others. With an interest in investments, and a passion to serve people, Nick decided financial services would be the perfect career.
Nick enjoys spending time with his fiancé Taylor, as well as his family and friends. His passions include; traveling, fitness, the beach, and Mexican food.