Nick Serafini

Nick Serafini

Senior Registered Client Associate
Detroit, Michigan, United States

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Work Experience

Wells Fargo Advisors

Senior Registered Client Associate

2023-02-01 - Present

Comerica Wealth Management

Senior Financial Advisor

2021-08-01 - 2023-02-01

Ameriprise Financial Services, LLC

Financial Advisor at Tru Insight Wealth Advisors

2019-06-01 - 2021-08-01

PNC

Financial Advisor

2018-03-01 - 2019-06-01

Oppenheimer & Co. Inc.

Associate Financial Advisor

2017-07-01 - 2018-03-01

Skills

online travel databases instant booking camping consumer internet enterprise software software internet information technology advice & planning investments banking retirement estate planning services credit & lending through affiliates financial advising financial services

Languages

English