Nicholas Borkowski (CRD# 6220150) is an Investment Advisor Representative working at Lincoln Investment in Bohemia, NY and has over 7 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment Planning, LLC | Fort Washington, PA | Jan 2019 - Current | 5 |
| Voya Financial Advisors, Inc. | Melville, NY | Nov 2016 - Jan 2019 | 2 |
| Td Bank | Lake Grove, NY | Jan 2016 - Nov 2016 | < 1 |
| Northwestern Mutual | Farmingdale, NY | Jun 2015 - Jan 2016 | < 1 |
| Rpi | Troy, NY | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2017 |
- NY
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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