Nico Santaniello

Financial Advisor I Vice President I Generational Financial Planning Advisors,A financial advisory practice of Ameriprise Financial Services, LLC

Role: Financial Advisor i Vice President at Ameriprise Financial Services, LLC
Location: Springfield, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Nico Santaniello

What you can expect when you work with usThe right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.When you work with us, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress, and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Experience

Financial Advisor i Vice President
Ameriprise Financial Services, LLC
Feb 2024 — Present

Education

Western New England University (2013)
Bachelor, Business; Finance, Economics

Skills

Securities
Estate Planning
Public Speaking
Retirement
Strategic Financial Planning
401k Rollovers
Series 7
Insurance
Small Business Financial Management
Disability Insurance
Mutual Funds
Customer Service
Financial Planning
Fixed Annuities
Stocks
Investments
Wealth Management
Pensions
Personal Finance
Business Planning
Iras
Life Insurance
Small Business
Finance
Long Term Care Insurance
Retirement Planning
Financial Services
Financial Analysis
Leadership
Long-Term Care
Personal Financial Planning

Contact information

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Work email
•••••@ameriprise.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Ameriprise Financial Services, LLC

Financial Services · 18K employees · Founded 1894 · Minneapolis, Minnesota, United States

At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social *Ameriprise Financial Q1 2024 Earnings Release.

ameriprise.com

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About Nico Santaniello

Experience

Financial Advisor i Vice President

Education

Western New England University (2013)

Skills

Find verified contacts for anyone on LinkedIn