Nicholas Meoli is a financial consultant providing financial strategies for wealth creation, preservation, and estate planning strategies through a broad range of financial products and services. As a registered representative with Equitable Advisors, a broker dealer, Nicholas offers investment strategies to his clients from over 100 investment companies. He holds FINRA Series 7, 66 registrations, as well as Life, Health and New York State Partnership Long-Term Care insurance licenses. Nicholas earned his Bachelor’s degree in Finance from Fairleigh Dickinson University.
Nicholas works with individuals and businesses focusing on providing a wide array of financial services and financial education to help those who serve and build our communities toward meeting their long and short term financial needs. His personalized approach helps clients chart a course for financial success, by giving them the information and confidence they need to help them strive toward their financial, professional, and personal goals.
Through Equitable Advisors, Nicholas’ program of integrated planning helps offer balanced, flexible strategies designed for his clients' particular circumstances and objectives. Each financial instrument is part of a well-conceived plan designed to help achieve optimum performance and exceptional value.
AK Insurance License #: 17926438