Nick Contristan
Financial Services Professional | Relationship Manager | Customer Success | Business Development | Fintech
- Role
- Vice President, Client Success at LPL Financial
- Location
- Kitty Hawk, NC, US
- LinkedIn followers
- 500 followers
About Nick Contristan
Accomplished financial services industry professional with experience in compliance, business development, transitions, and relationship management.
Experience
Vice President, Client Success
Jun 2023 — Present
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. · Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. · The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
James Madison University
BBA, Hospitality and Tourism Management
Skills
- 401k
- Finance
- Problem Solving
- Series 7
- Customer Service
- Series 63
- Financial Services
- Uniform Combined State Law
- Business Development
- Wealth Management
- Onboarding
- Series 6
- Series 24
- Securities
- Retirement
- Series 53
- Mutual Funds
- Retirement Planning
- Finra
- Investments
- Investment Advisory
- Iras
- Series 65
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