Nick Maratta Email & Phone Number
Managing Partner @ Occidental Asset Management
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Nick Maratta Location
- Altamonte Springs, FL, US
Nick Maratta Work
- 2016 -now Managing Partner @
- 2016 -now Managing Partner @
- 2003 -2016 Branch Manager @
- 1999 -2003 Investment Consultant @
Nick Maratta Education
- Crummer Graduate School of Business at Rollins College
MBA (Marketing/Finance)
2001-2003 - Rollins College
Bachelor of Arts (Economics/Business Administration)
1997-2001 - Lake Howell High School 1993-1997
Nick Maratta Skills
- Estate Planning
- Series 63
- Fixed Income
- Bonds
- Tax Planning
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Bloomberg
- Wealth Management
- Equities
- Mutual Funds
- Uniform Combined State Law
- FINRA
- Qualified Retirement Plans
- Series 24
- Insurance Planning
- ETFs
- Trading
- Series 65
- Options
- Series 7
- Securities
- Financial Markets
- Equity Trading
Nick Maratta Summary
- Nick Maratta, based in Altamonte Springs, FL, US, is currently a Managing Partner at Occidental Asset Management. Nick Maratta brings experience from previous roles at Occidental Asset Management and Scottrade. Nick Maratta holds a 2001 - 2003 MBA in Marketing/Finance @ Crummer Graduate School of Business at Rollins College. With a robust skill set that includes Estate Planning, Series 63, Fixed Income, Bonds, Tax Planning and more. Nick Maratta has 2 emails and 1 mobile phone numbers on RocketReach.
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