Nick graduated from Penn State Behrend with a degree in Finance. During his time at Penn State, he was a lead analyst in their student-managed investment fund. Since graduating, he has earned full Financial Advisor Licensing complement of the SIE, Series 7 (held through LPL Financial) and Series 66 (held through Stratos Wealth Partners), and the Life, Accident and Health Insurance licenses. Nick is now studying for the Certified Financial Planner (CFP®) and Charter Financial Consultant (ChFC®) exams. In his free time, he enjoys golfing and visiting his family’s grape farm in North East, Pennsylvania.

Series 7 (held with LPL Financial)
Series 66
SIE
Pennsylvania Life
Accident and Health Insurance.

Education:
Pennsylvania State University, BS, Finance