Bachelor of Science in Integrated Science and Technology, James Madison University Honors College
Registrations and Licenses:
FINRA Series 7, FINRA Series 66, NJ Life Insurance License, NJ Accident and Health Insurance License, NJ Property & Casualty Insurance License
Nick joins Allied Wealth Partners after graduating Magna Cum Laude from the Honors College of James Madison University in 2017. During his tenure at the University, Nick was awarded the ISAT Outstanding Student Award; given to a student within his major who distinguished themselves for academic excellence.
As a Financial Advisor, Nick believes that listening is one of the most useful skills in his profession and realizes that embracing this skill will help him gain a comprehensive understanding of his client’s needs. This in turn will allow him to work with his clients to provide them with tailored, individualized plans to best suite their unique needs. The ultimate goal is to provide them with the support they need to meet their goals for financial security.
A resident of Whitehouse Station, New Jersey, Nick has a passion for the outdoors, is a certified mixologist, and has completed the rigorous requirements to become a certified Industrial Control Systems Cyber Emergency Response team member for the Department of Homeland Security.
Nick holds the Series 7 and Series 66 registrations as well as the Life, Accident & Health, and Variable Insurance Licenses.
Founded in 1966, Allied Wealth Partners* takes pride being an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. As of November 2017, the firm assists clients with over $3.4 billion of assets and has over $4.0 billion of Life, Disability and Long Term Care Insurance coverage in force for its clients. The firm offers comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning.