Nick Tomaras

Nick Tomaras Email and Phone Number

Vice President of Investments at Sunrise Wealth Advisors @ Sunrise Wealth Advisors
6052 Turkey Lake Rd, Ste. 101, Orlando,FL 32819,United States
Nick Tomaras's Location
Lake Mary, Florida, United States, United States
Nick Tomaras's Contact Details

Nick Tomaras personal email

Nick Tomaras phone numbers

About Nick Tomaras

Financial advisor since 2001. I help individuals, business owners, and high net worth clients by creating, implementing, and managing investment and retirement strategies. In addition, I help design and implement wealth transfer and estate planning strategies. Series 7, 63, 65, and State of Florida Life, Health, and Variable Annuity license.Specialties: Retirement and Retirement Income strategies. High net worth asset management.Stocks, bonds, mutual funds, REITS, stock options, annuities.Investment Advisor Representative offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.

Nick Tomaras's Current Company Details
Sunrise Wealth Advisors

Sunrise Wealth Advisors

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Vice President of Investments at Sunrise Wealth Advisors
6052 Turkey Lake Rd, Ste. 101, Orlando,FL 32819,United States
Website:
sunrisewealthadvisors.com
Employees:
12
Nick Tomaras Work Experience Details
  • Sunrise Wealth Advisors
    Vice President Of Investments
    Sunrise Wealth Advisors Dec 2010 - Present
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  • Ameriprise Financial Services, Inc.
    Senior Financial Advisor
    Ameriprise Financial Services, Inc. May 2009 - Dec 2010
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  • H&R Block Financial Advisors
    Senior Financial Advisor
    H&R Block Financial Advisors Oct 2003 - May 2009
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  • American Express Financial Advisors
    Financial Advisor
    American Express Financial Advisors Aug 2001 - Oct 2003
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Nick Tomaras Skills

Estate Planning Fixed Annuities Bonds Insurance Retirement Planning Portfolio Management Investments Finance Financial Services Life Insurance Mutual Funds High Net Worth Individuals Microsoft Excel Asset Management Customer Service Wealth Small Business Personal Finance Retirement Services Series 7

Frequently Asked Questions about Nick Tomaras

What company does Nick Tomaras work for?

Nick Tomaras works for Sunrise Wealth Advisors

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

Nick Tomaras's current role is Vice President of Investments at Sunrise Wealth Advisors.

What is Nick Tomaras's email address?

Nick Tomaras's email address is ni****@****ail.com

What is Nick Tomaras's direct phone number?

Nick Tomaras's direct phone number is +140722*****

What skills is Nick Tomaras known for?

Nick Tomaras has skills like Estate Planning, Fixed Annuities, Bonds, Insurance, Retirement Planning, Portfolio Management, Investments, Finance, Financial Services, Life Insurance, Mutual Funds, High Net Worth Individuals.

Who are Nick Tomaras's colleagues?

Nick Tomaras's colleagues are Nick J. Russell, Crpc®, David I. Strunc, Crpc®, Rebecca Wagoner, Victoria Lomba, Alan Graves, Janet Burke, Crpc®, Billy Duke.

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