Nicholas Panagiotakis is a Financial Advisor with Planning Alliance. He provides wealth building and protection strategies to individuals and business owners. He understands that principals should have a clear understanding of their current business positioning, future growth strategy, and the potential impact on investment strategy.
Nicholas joined the firm in 2008. Prior to Planning Alliance, he worked with MassMutual Financial Group and Prudential Financial. He has been providing financial and insurance guidance to clients since 2003.
Nicholas received his Bachelor of Science from St. John’s University in 2000. Subsequent to his academic degrees, he received his Certified Financial Planner designation in 2007. He holds his Series 7, 63, 65, and Life and Health licenses.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd, Suite 280, Woodcliff Lake, NJ 07677-7654 Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.