Nick Pinelli, CFP®

Operations Manager at Jacksonville Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Jacksonville, Florida, United States, US
Languages
  • English Native or bilingual proficiency
  • Sign Languages Limited working proficiency
Skills

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Bio

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Credentials

  • Series 24 - General Securities Principal with LPL Financial
    FINRA
    Apr, 2021
    - Oct, 2024
  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2020
    - Oct, 2024
  • Insurance Agent (Life, Health, Variable Annuities)
    Florida Department of Financial Services
    Nov, 2018
    - Oct, 2024
  • Series 66 - Uniform Combined State Law with LPL Financial
    FINRA
    Sep, 2018
    - Oct, 2024
  • Series 7 - General Securities Represenative with LPL Financial
    FINRA
    Jul, 2018
    - Oct, 2024

Experience

  • Jacksonville Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Operations Manager
      • Apr 2020 - Present

    • Licensed Financial Paraplanner
      • Jul 2018 - Apr 2020

    • Financial Services Intern
      • May 2017 - Jul 2018

  • Publix Super Markets
    • United States
    • Retail
    • 700 & Above Employee
    • Customer Service
      • Jun 2015 - May 2018
  • Brooks Brothers
    • United States
    • Retail
    • 700 & Above Employee
    • Shipping and Receiving Clerk
      • Nov 2014 - Jun 2015
  • University of North Florida
    • United States
    • Higher Education
    • 700 & Above Employee
    • Customer Experience Expert
      • Jul 2014 - Oct 2014
  • Winn-Dixie
    • United States
    • Retail Groceries
    • 700 & Above Employee
    • Customer Service
      • Aug 2013 - Jul 2014

Education

  • University of Florida
    Business Administration and Management, General
    2016 - 2018
  • University of North Florida
    Finance, General
    2014 - 2016

Community

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