Administrative Assistant
Current
May 2024 - Present
AeroLeads people directory · profile
Nicholas Stroia Jr Email & Phone Number
Administrative Assistant
at
Stroia Securities Services
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Administrative Assistant
Location
Grosse Ile, Michigan, United States
Company size
Who is Nicholas Stroia Jr? Overview
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Quick answer
Nicholas Stroia Jr is listed as Administrative Assistant at Stroia Securities Services, a with 3 employees, based in Grosse Ile, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Nicholas Stroia Jr.
Nicholas Stroia Jr previously worked as Intern at Bdops and Office Administrative Assistant at Stroia Securities Services. Nicholas Stroia Jr holds Personal Finance, Business And Personal/Financial Services Marketing Operations from Central Michigan University.
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Stroia Securities Services
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Profile bio
About Nicholas Stroia Jr
🎩🌟 Aspiring CFP ® Professional | Embracing Behavioral Finance with a Holistic Approach 🌟🎩Hello #Linkedin Community! 🌟 I am a driven and ambitious senior student at Central Michigan University, pursuing a career in personal finance with a focus on behavioral finance. As I work towards becoming a Certified Financial Planner ™ (CFP®), I am gaining valuable real-world experience at a broker dealer where I am passionate about adopting a holistic approach to financial planning.💡📊 Beyond the Numbers: I believe in going beyond the numbers and charts to understand the unique financial journey of each client. I strive to craft personalized and comprehensive financial strategies that align with their life goals, by taking their values, aspirations, and challenges into account.🏆🎯 Aspiring CFP® Professional: My commitment to excellence drives me to pursue the prestigious CFP® designation. I am dedicated to upholding the highest ethical standards and providing the best financial advice to help clients achieve financial success.🌱🧳 Embracing Behavioral Finance: Understanding the influence of behavioral biases on financial decisions is essential. I aim to empower clients to make informed choices and stay on course even in times of uncertainly, by incorporating behavioral finance principles into my practice. 📈🚀 Real-World Experience: During my time at the broker dealer, I acquired a proficient understanding in various software applications and honed my skills in providing support for financial planners. These softwares includes Morningstar, Nitrogen, Fi360, Investigo, and Emoney.🌟🌿 Ready to Make a Difference: As I prepare to graduate, I am excited to leverage my academic knowledge and industry experience to make a positive impact in the lives of individuals and families. My mission is to help clients feel empowered when making financial decisions.💬🤝 Let's Connect: I am eager to connect with fellow students, financial planning experts, and anyone passionate about holistic financial well-being. Whether it's discussing the latest trends, exploring career opportunities, or sharing insights, I am excited to connect and grow together!#SeniorStudent #CFPCandidate #BehavioralFinance #HolisticFinancialPlanning #PersonalFinance #FinancialWellBeing #FutureFinancialPlanner #BrokerDealer #FinancialPlanningAssociation #NetworkingOpportunities #FinanceJourney #AspiringCFP
Current workplace
Nicholas Stroia Jr's current company
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Stroia Securities Services
4 roles
Nicholas Stroia Jr work experience
A career timeline built from the work history available for this profile.
Intern
Bdops
During my internship at BDOPs, I embarked on a journey of continuous learning and mastering four essential software applications: Morningstar, Fi360, Nitrogen, and Emoney. Collaborating closely with reps, I facilitated a seamless process where they would submit portfolios for analysis and receive insight recommendations. Shadowing my experienced colleagues during this process allowed me to gain valuable insights into making sound portfolios recommendations, furthering enhancing my expertise in the financial industry.
May 2023 - Aug 2023
Office Administrative Assistant
During my time at Stroia Securities Services, I acquired proficiency in utilizing the Redtail CRM system, facilitating efficient data management, and client engagement. Additionally, I took an active role in crafting compelling advertisements for newspapers, the company website and our newsletter, effectively enhancing the firm's brand presence, and communication efforts. Moreover, I proactively supported the office during periods of high demand, assisting with clerical tasks, ensuring smooth operations, and optimal client service.
Jun 2021 - Aug 2021
Sales Associate
I started my Cutco career by reaching 7th best in the nation for sales in my first week. This lead me to opportunity to meet the head reprehensive of the Midwest. I gave a speech at the Kellogg Center at Michigan State University to all the sales reprehensive in Michigan on how to get leads and close sales.
Jun 2017 - Aug 2017
3 education records
Nicholas Stroia Jr education
Personal Finance, Business And Personal/Financial Services Marketing Operations
Personal Finance Degree, Financial Planning And Services
Business Administration And Management, General
FAQ
Frequently asked questions about Nicholas Stroia Jr
Quick answers generated from the profile data available on this page.
What company does Nicholas Stroia Jr work for?
Nicholas Stroia Jr works for Stroia Securities Services.
What is Nicholas Stroia Jr's role at Stroia Securities Services?
Nicholas Stroia Jr is listed as Administrative Assistant at Stroia Securities Services.
Where is Nicholas Stroia Jr based?
Nicholas Stroia Jr is based in Grosse Ile, Michigan, United States while working with Stroia Securities Services.
What companies has Nicholas Stroia Jr worked for?
Nicholas Stroia Jr has worked for Stroia Securities Services, Bdops, and Cutco Cutlery.
How can I contact Nicholas Stroia Jr?
You can use AeroLeads to view verified contact signals for Nicholas Stroia Jr at Stroia Securities Services, including work email, phone, and LinkedIn data when available.
What schools did Nicholas Stroia Jr attend?
Nicholas Stroia Jr holds Personal Finance, Business And Personal/Financial Services Marketing Operations from Central Michigan University.
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