Paraplanner
Current
Nov 2023 - Present
AeroLeads people directory · profile
Nicholas Purcell Email & Phone Number
Paraplanner at Heritage Financial Consultants LLC
at
Heritage Financial Consultants LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Paraplanner at Heritage Financial Consultants LLC
Location
New York City Metropolitan Area, United States, United States
Who is Nicholas Purcell? Overview
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Quick answer
Nicholas Purcell is listed as Paraplanner at Heritage Financial Consultants LLC at Heritage Financial Consultants LLC, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Nicholas Purcell.
Nicholas Purcell previously worked as Paraplanner at Heritage Financial Consultants Llc and Registered Admin at Heritage Financial Consultants Llc. Nicholas Purcell holds Bachelor Of Business Administration - Bba, Major In Finance, Minor In Economics from Towson University.
Company email context
Email format at Heritage Financial Consultants LLC
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Heritage Financial Consultants LLC
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Profile bio
About Nicholas Purcell
Currently, I am a Paraplanner at Heritage Financial Consultants LLC. I first began working here as an intern in 2022 while completing my bachelor’s degree at Towson University in Business Administration, with a concentration in Finance and a minor in Economics. I have recently passed both the Series 7 and 66 exams and am now starting to study for the CFP exam. In my spare time, I enjoy both playing and watching sports as well as going to music concerts and being outdoors as much as possible.
Current workplace
Nicholas Purcell's current company
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8 roles
Nicholas Purcell work experience
A career timeline built from the work history available for this profile.
Registered Admin
Nicholas Purcell is a registered representative and supports registered associates of Heritage Financial Consultants, all of whom are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor..
Aug 2022 - Nov 2023
Planner Assistant
Nicholas Purcell supports registered associates of Heritage Financial Consultants who are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Heritage Financial Consultants LLC is not an affiliate of Lincoln Financial Advisors Corp.
Jan 2022 - May 2022
Rotational Intern
Jun 2021 - Aug 2021
Junior Broker
Jun 2020 - Aug 2020
Intern
May 2019 - Jan 2020
Basketball Referee
Oct 2013 - Mar 2019
Pizza Sales
Mar 2018 - Aug 2018
2 education records
Nicholas Purcell education
Bachelor Of Business Administration - Bba, Major In Finance, Minor In Economics
Towson University
High School Diploma
Gen Douglas Macarthur Senior High School
FAQ
Frequently asked questions about Nicholas Purcell
Quick answers generated from the profile data available on this page.
What company does Nicholas Purcell work for?
Nicholas Purcell works for Heritage Financial Consultants LLC.
What is Nicholas Purcell's role at Heritage Financial Consultants LLC?
Nicholas Purcell is listed as Paraplanner at Heritage Financial Consultants LLC at Heritage Financial Consultants LLC.
Where is Nicholas Purcell based?
Nicholas Purcell is based in New York City Metropolitan Area, United States, United States while working with Heritage Financial Consultants LLC.
What companies has Nicholas Purcell worked for?
Nicholas Purcell has worked for Heritage Financial Consultants Llc, Aflac, Premium Merchant Funding, Morgan Stanley, and St. Bernards Catholic School.
How can I contact Nicholas Purcell?
You can use AeroLeads to view verified contact signals for Nicholas Purcell at Heritage Financial Consultants LLC, including work email, phone, and LinkedIn data when available.
What schools did Nicholas Purcell attend?
Nicholas Purcell holds Bachelor Of Business Administration - Bba, Major In Finance, Minor In Economics from Towson University.
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