Andrew Nickoletos Email & Phone Number
Financial Advisor @ Precision Wealth Solutions
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Andrew Nickoletos Location
- Scarsdale, NY, US
Andrew Nickoletos Work
- Financial Advisor @ (January 2022 - Present)
- Wealth Management Banking Specialist @ (November 2020 - January 2022)
- Financial Advisor @ (October 2015 - November 2020)
- Intern @ (April 2009 - June 2009)
Andrew Nickoletos Education
- The American College of Financial Services
CFP® Certification Education Program
2025-2026 - Baruch College
Bachelor of Business Administration (BBA) (Marketing/Marketing Management, General)
2011-2013 - University at Albany
Business/Corporate Communications
2009-2011
Andrew Nickoletos Skills
- Brand Development
- Certified Financial Planner
- Estate Planning
- Fiduciary
- Finance
- Financial Planning
- Forecasting
- Holistic Financial Planning
- Insurance Planning
- Investments
- Life & Health Insurance Licenses
- Market Planning
- Microsoft Excel
- Microsoft Office
- New Business Development
- Personal Finance
- PowerPoint
- Retirement Planning
- Sales
- Series 66
- Series 7
- Wealth Management Services
Andrew Nickoletos Summary
- Andrew Nickoletos, based in Scarsdale, NY, US, is currently a Financial Advisor at Precision Wealth Solutions. Andrew Nickoletos brings experience from previous roles at Bank of America Merrill Lynch, Voya Financial and CAPITAL FINANCIAL PLANNING. Andrew Nickoletos holds a 2025 - 2026 CFP® Certification Education Program @ The American College of Financial Services. With a robust skill set that includes Brand Development, Certified Financial Planner, Estate Planning, Fiduciary, Finance and more. Andrew Nickoletos has 2 emails and 1 mobile phone numbers on RocketReach.
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