Iams Wealth Management, LLC
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About this Advisor
Nicholas Carini is a financial advisor based out of Blackwood, New Jersey, who has 5 years of relevant experience. Carini is an employee of Iams Wealth Management, LLC. Carini has gained experience at Saint Joseph University, Carini Financial, Foresters Equity Services and Iams Wealth Management, LLC. Carini maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey and Pennsylvania. Iams Wealth Management, LLC is a financial advisory company based out of Omaha, NE. It has offices in 44 locations and a total of 56 advisors. It oversees $153 million in assets under management among its 1,344 accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves two charities and foundations. Of its 1,344 customer accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets. The business has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely are based on the financial services. However, fees billed by Iams Wealth Management, LLC can be comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
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Iams Wealth Management, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Nicholas Carini Work History
Nicholas has been registered as a financial advisor for 5 years.*
Iams Wealth Management, LLC
Foresters Equity Services
Saint Joseph University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Nicholas Carini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Iams Wealth Management, LLC
San Antonio, TX
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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