About Us

Nicholas Meoli

Nicholas Meoli is a financial consultant providing financial strategies for wealth creation, preservation, and estate planning strategies through a broad range of financial products and services. As a registered representative with Equitable Advisors, a broker dealer, Nicholas offers investment strategies to his clients from over 100 investment companies. Through Equitable Network, LLC, an insurance-brokerage affiliate, he offers annuity and insurance products. He holds FINRA Series 7, 66 registrations, as well as Life, Health and New York State Partnership Long-Term Care insurance licenses. Nicholas earned his Bachelor’s degree in Finance from Fairleigh Dickinson University.

Nicholas works with individuals and businesses focusing on providing a wide array of financial services and financial education to help those who serve and build our communities toward meeting their long and short term financial needs. His personalized approach helps clients chart a course for financial success, by giving them the information and confidence they need to help them strive toward their financial, professional, and personal goals.

Through Equitable Advisors, Nicholas’ program of integrated planning helps offer balanced, flexible strategies designed for his clients' particular circumstances and objectives. Each financial instrument is part of a well-conceived plan designed to help achieve optimum performance and exceptional value.

 

The paradox of financial success

Which of These Processes Have You Been Using?

 

The Common Approach vs. The Professional Approach

Help coordinate the concepts of:

• Strategies with quantifiable goals and deadlines

• Portfolio modeling and asset allocation

• Selecting suitable products

 

Building your financial future

Achieving your financial goals includes a thorough analysis of all the areas shown in order to ensure coordinated implementation reviews consistent with clients needs and objectives.

 

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: 0M30825

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

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Check the background of this financial professional on FINRA's BrokerCheck