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Our financial advice team


Carl F Nicolosi, Financial Advisor serving the Fort Myers, FL area - Ameriprise Advisors

Carl F Nicolosi

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
PAMG Advisors
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Employee Stock Options
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Investment Management
  • Cash Flow Management Strategies
  • Family Finances
  • Saving for Education
  • Intergenerational Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.S., Finance, Southern Connecticut State University, New Haven, CT

Awards & recognition

  • PAMG Advisors, Ameriprise Client Experience Award, 2021

Previous experience

  • Summit Brokerage Services, Inc, 2011-2016
  • Commonwealth Financial Network, 2006-2011
  • UBS Financial Services, Inc, 2000-2006
  • Pruco Securities Corporation, 1985-2000

Community participation

Proud Sponsor of Hope Hospice, Leukemia & Lymphoma Society and The Children's Hospital of Southwest Florida.

Volunteer for Fort Myers High School Band Booster Club.

Interests

  • Travel
  • Sporting Events
  • Soccer
  • Spending time with the family