Nermine Bolos has been an investment adviser representative at Unified Wealth Management since June 2021, and is not listed among the firm’s executive officers or direct owners.
Unified Wealth Management LLC is an Oldsmar, FL firm with $151M under management, 327 clients and 2 advisers in one office, as of its August 2026 filing.
Nermine Bolos is Investment Adviser Representative of Unified Wealth Management. She is a Financial Planner with experience in banking, accounting, insurance and franchising. She specializes in investing and tax saving solutions and works alongside in-house CPAs at the firm.
- – present · 5 yearsOldsmar, FL · Adviser representative · Firm CRD 284553
Investment adviser representative registrations
Nermine Bolos is registered as an investment adviser representative in 3 states. The first approvals date from June 2021; the most recent is New Jersey, in December 2024.
- FloridaSince 2 June 2021
- New JerseySince 12 December 2024
- TexasSince 18 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 May 2021 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 3 June 2020 |
| SIE | Securities Industry Essentials Examination | 28 December 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 January 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 November 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5248342
- Firm
- Unified Wealth Management · CRD 284553
- Office
- 220 PINE AVENUE N, SUITE A, Oldsmar, FL 34677
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- unifiedwm.com
Where does Nermine Bolos work?
Nermine Bolos is an investment adviser representative registered through Unified Wealth Management LLC since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Nermine Bolos a financial advisor?
Yes. Nermine Bolos has a current investment-adviser registration in Florida, New Jersey and Texas, through Unified Wealth Management since June 2021.
How many years of experience does Nermine Bolos have?
Nermine Bolos has 8 years in the financial industry, since March 2018, across 1 adviser firm.
What exams has Nermine Bolos passed?
Nermine Bolos has passed 5 licensing exams: the Series 6, Series 63, SIE, Series 6TO and Series 65. The earliest, the Series 6, was passed in November 2006.
Where is Nermine Bolos based?
Nermine Bolos’ registered office is in Oldsmar, FL.
Is Nermine Bolos registered with FINRA?
No. Nermine Bolos has no current broker registration.
How can I verify Nermine Bolos’ record?
Search CRD 5248342 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nermine Bolos’ full registration record.