Nick Song
Wealth Advisor
- Role
- Wealth Advisor at LPL Financial
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Experience
Wealth Advisor
May 2025 — Present · Pittsburgh, PA, US
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Clearview Federal Credit Union and Clearview Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Clearview Wealth Management are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Clearview Federal Credit Union or Clearview Wealth Management. Securities and insurance offered through LPL or its affiliates are-Not Insured by NCUA pr Any Other Government Agency-Not Credit Union Guaranteed-Not Credit Union Deposits or Obligations-May Lose ValueThird-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss 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.
Skills
- Sales Management
- Retail Banking
- Finance
- Regional Development
- Strategic Planning
- Team Building
- Management
- Customer Satisfaction
- Training
- New Business Development
- Investments
- Talent Acquisition
- Consumer Lending
- Credit Cards
- Leadership
- Leadership Development
- Mortgage Banking
- Project Management
- Salesforce.com
- Branch Management
- Career Development
- Retail Sales
- Sales
- Regional Planning
- Loan Origination
- Mobile Technology
- Multi-Unit
- Sales Operations
- Customer Retention
- Customer Service
- Full P&L Responsibility
- Credit
- Banking
- Series 6
- Insurance
- Inventory Management
- Wireless Broadband
- Coaching
- Mortgage Lending
- Series 63
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