Meet Our Team
Nicholas J. Stroia
CEO & Wealth Management Consultant
Nick works with high net worth families and self-employed individuals; offering flexible, financial services based on trust, respect and measurable results. As a part of his commitment to providing you quality service, he has formed strategic business alliances with several CPAs, banks, insurance agencies and attorneys in the Detroit area.
Nick holds series 7, series 62, series 65, AIF, and Life Health and Variable Contract licenses in several states.
EXPERIENCE
Financial Service Professional/ CEO Stroia Securities Services, Inc.
March 1998 - Present
- Wealth Management Services and Retirement Plans
Advisor/Manager at American Express Financial Advisors
March 1995 - November 1997
- Advisor in group practice of 1,000 clients
- First year training manager and sat on other veteran planners' practices to introduce financial plans
- Earned multiple awards recognizing outstanding leadership and service activities
- Completed the Investment College program
Agent at American Income Life
December 1993 - January 1995
- Explained benefits to Union Employees and sold supplemental benefits to fill in gaps of coverage
Tax Preparer at Self-Employed (Special Projects)
December 1990 - April 1993
- Prepared taxes for Individuals
Owner/ Legal Clerk at Downriver Legal Courier Services, Inc.
March 1983 - August 1988
- Offered legal clerking services to small law firms on a fee bases so they didn't have to hire a full time clerk. Our duties included but were not limited to starting lawsuits, opening up estates and entering orders with different courts in the Detroit area. I hired and trained other students and managed this company.
EDUCATION
University of Arizona, BA, Political Science, 1993
Email: nstroia@sigmarep.com
*Nick is a registered Representative of Sigma Financial Corporation
Michael Polgar
Wealth Management Consultant
Email: mpolgar@sigmarep.com
Miguel Andrade
Office Manager
mandrade@sigmarep.com
Heather Stroia
Insurance Agent
hstroia@sigmarep.com