Carl F. Nicolosi,  CFP<sup>&reg;</sup> - Financial Advisor

Carl F. Nicolosi, CFP®

CFP(R)

PAMG Advisors

14311 Metropolis Ave, Ste 205
Fort Myers, FL 33912
FINANCIAL ADVISOR'S WEBSITE
(877) 768-7007
(239) 768-7007

General

Carl Nicolosi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at PAMG Advisors in Fort Myers, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care

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