Nicholas Safi

Technology Solutions Specialist at Affiliated Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Minneapolis-St. Paul Area
Languages
  • English Full professional proficiency

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Credentials

  • Personal Investment Advisor
    Merrill Lynch Internal
    Oct, 2019
    - Oct, 2024
  • CRPC
    College for Financial Planning
  • Series 66
    FINRA
  • Series 7
    FINRA

Experience

  • Affiliated Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Technology Solutions Specialist
      • Aug 2023 - Present
  • Financially Fluent Advisors
    • United States
    • Financial Services
    • Financial Planning Associate
      • Aug 2023 - Present
  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Client Banker
      • Sep 2021 - Aug 2023
  • Merrill Lynch Wealth Management
    • Financial Advisor
      • May 2019 - Sep 2021

      *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. *Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks for the College for Financial Planning. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. *Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks for the College for Financial Planning.

  • College of Saint Benedict - Saint John's University
    • United States
    • Higher Education
    • 100 - 200 Employee
    • Economics Department Professor's Assistant
      • Aug 2018 - May 2019
  • Results Support Services
    • Real Estate
    • 1 - 100 Employee
    • Realtor
      • Jun 2018 - Sep 2018

Education

  • Saint John's University
    Bachelor's Degree, Economics
    2015 - 2019

Community

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