Anthony Nicoletta
Summary
Financial Services Representative with over 4 years of experience assisting clients in attaining their financial goals. Areas of expertise includes analyzing investment portfolios and asset allocation, analyzing investment strategies, staying current on investment trends and products and managing client relationships.
Overview
5
5
years of professional experience
Work History
Nationwide Financial Services
Financial Solutions Center Representative
01.2024 - Current
Guardian/Park Avenue Securities
Financial Customer Service Representative
10.2022 - 08.2023
Provided my expertise to Financial Professionals and Clients covering a wide array of Wealth Management facets from New Account Setups, Transfers of Assets, Mutual Funds, Annuities, Stocks and Bonds, Qualified and Non-Qualified Plans.
- Exceeded individual and team performance metrics, including Quality and Customer Survey goals.
Fidelity Brokerage Services LLC
Customer Relationship Advocate
04.2019 - 05.2022
Placed Trades and executed monetary movements at clients discretion. Assisted with general account maintenance and inquiries. Empowered willing clients to better understand their finances by showing them various tools and online resources at their disposal.
- Received the coveted top tier rating during the Annual Review.
- Scored in the top ten percentile nationwide for client satisfaction metric.
Education
BBA - Economics
University of North Florida
Jacksonville, FL12.2018
Skills
- Excellent Computer Navigational Skills
- Knowledge of Financial Industry and Specific Financial Related Securities and Products
- Account Performance and Retirement Analysis
- Anticipates Client Needs and Proactively Provides Solutions
- Building Client Relationship Rapport
- Analytical Problem Solving and Time Management
- Communication Skills and Attention to Detail
- Team Player, Adaptable to Changing Environments, with Great Interpersonal Skills
CURRENT CERTIFICATIONS: FINRA Series 7, 63 and SIE
Willing to obtain additional licenses as required.
PROFICIENT IN:
NetX 360, Microsoft OneNote, Microsoft Excel, Salesforce, United Desktop (UD) and a wide array of Trading and Money Movement Tools.
Timeline
Nationwide Financial Services
Financial Solutions Center Representative
01.2024 - Current
Guardian/Park Avenue Securities
Financial Customer Service Representative
10.2022 - 08.2023
Fidelity Brokerage Services LLC
Customer Relationship Advocate
04.2019 - 05.2022
BBA - Economics
University of North Florida
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