Nicholas Traina

Nicholas Traina: Email & Phone Number

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Advice Client Service Representative, Senior Associate at Vanguard|Greater Philadelphia, United States

Position:

Advice Client Service Representative, Senior Associate at Vanguard

Location:

Greater Philadelphia, United States

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Last updated: 2026-06-30
Updated: 2026-06-30

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Business emails:
Personal emails:
n*********5@outlook.com

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Work Experience 4 years

Advice Client Service Representative, Senior Associate at Vanguard

Jul 2025 - Current

Lead Sales Consultant at GNC

Oct 2022 - May 2025

Investment Analyst Intern at Springer Capital

Mar 2025 - Apr 2025

Wealth Management Intern at Equitable Advisors

Dec 2024 - Feb 2025

Financial Services Intern at Creative Financial Group

Jun 2024 - Jul 2024

Nicholas Traina started working in 2022, then the employee has changed 4 companies and 4 jobs. On average, Nicholas Traina works for one company for 9 months.

Their professional focus is Account Management, Applied Econometrics, and Broker-Dealer Agent across 3 core areas.

Nicholas holds General Securities Representative (Series 7), Series 63, and Securities Industry Essentials (SIE) certifications.

Education

Bachelor of Science - BS at West Chester University of Pennsylvania

High School Diploma at Freehold Township High School

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