Nick Perrone

Nick Perrone Email and Phone Number

Wealth Manager at Estate and Business Planning Group @ Estate & Business Planning Group
Nick Perrone's Location
Altamonte Springs, Florida, United States, United States
About Nick Perrone

Nick Perrone is a proud Florida native who was born and raised here in Central Florida. He began his academic journey at Bishop Moore Catholic High School where he excelled in the classroom as well as on the baseball diamond. Following high school, Nick pursued a Bachelor’s of Business Administration Degree in Finance graduating Magna Cum Laude from the University of Mississippi, better known as Ole Miss. The Estate & Business Planning Group has been an integral part of his life. Growing up around the family business, Nick gained invaluable insights and learned how to best serve clients while also making a meaningful impact on their lives. Observing how much a well-executed financial plan can positively influence lives created a strong desire to help people and motivated Nick to begin a career in finance working alongside his father, Tony Perrone. Nick is committed to providing the next generation of dedicated service to all clients, embodying the values he learned during his education and upbringing. He’s both excited and grateful for the opportunity to build on the legacy that the Estate and Business Planning Group has created through service, loyalty and meaningful relationships. Outside of work, Nick spends his time with family and friends, enjoying travel and outdoor adventures primarily centered around fishing the many lakes, rivers and bays of Florida.Securities Registrations:Series 7 - General Securities RepresentativeSeries 63 - Uniform Securities AgentSeries 65 - Uniform Investment Advisor Licensed in Florida:Life, Health, and Annuities

Nick Perrone's Current Company Details
Estate & Business Planning Group

Estate & Business Planning Group

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Wealth Manager at Estate and Business Planning Group
Nick Perrone Work Experience Details
  • Estate & Business Planning Group
    Wealth Manager
    Estate & Business Planning Group Sep 2024 - Present
    Altamonte Springs, Florida, United States
    Nicholas Perrone offers products and services using the following business names: Estate & Business Planning Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/ www.sipc.org)– securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Estate & Business Planning Group. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situationInformation posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.https://brokercheck.finra.org/
  • Estate & Business Planning Group
    Wealth Management Intern
    Estate & Business Planning Group May 2024 - Aug 2024
    Altamonte Springs, Florida, United States

Nick Perrone Education Details

Frequently Asked Questions about Nick Perrone

What company does Nick Perrone work for?

Nick Perrone works for Estate & Business Planning Group

What is Nick Perrone's role at the current company?

Nick Perrone's current role is Wealth Manager at Estate and Business Planning Group.

What schools did Nick Perrone attend?

Nick Perrone attended University Of Mississippi.

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