Financial Consultant
Nick Kakas
Nick Kakas brings more than 10 years of experience as a Financial Consultant to DCU Financial. Prior to joining DCU Financial, Nick served as a Financial Consultant at Investors Capital and Citizens Bank. Nick specializes in investment strategies, retirement, and insurance planning. With a clientele ranging from blue collar workers to business professionals, he works closely with individuals, business owners, and their families to help them pursue their financial goals. Nick credits his success to having built his practice on the foundation of life-long relationships. He takes pride in building client relationships in which he takes the time to understand his clients' personal and financial goals.
Nick takes pride in being an active member of his community. He currently resides in Walpole where he is husband to his beautiful wife, Nicole, and has assumed a new role as father to his newborn twins, Chris and Zoe.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Digital Federal Credit Union and DCU Financial are not registered broker/dealers, nor are they affiliated with LPL Financial. The DCU Financial site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, CO, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TX, UT, VA, VT, and WA.
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DCU Financial
220 Donald Lynch Boulevard, Marlborough, MA 01752 • 800.328.8797, ext. 6077 • Email: financial@dcu.org
© 2012 DCU Financial
220 Donald Lynch Boulevard, Marlborough, MA 01752 • 800.328.8797, ext. 6077 • Email: financial@dcu.org
© 2012 DCU Financial
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Education
• Bryant College - BA in
Business Administration with a
concentration in finance
• Bryant College - BA in
Business Administration with a
concentration in finance
Securities Registrations
• Series 7, 63, 65 held with LPL Financial
• Series 7, 63, 65 held with LPL Financial
Life, Accident & Health Insurance
License
• Licensed in MA & RI
License
• Licensed in MA & RI