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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you C? Claim Your ProfileC Nicole Mann is a financial advisor with Ameriprise Financial Services, LLC in Monticello, Illinois. C Nicole Mann has been working in the financial services industry since 2001. C Nicole Mann has worked at several firms throughout their career, including Investment Professionals, Inc. and UVEST Financial Services Group, Inc. C Nicole Mann is registered with the following regulatory organizations: FINRA, and the state of Illinois. C Nicole Mann holds the Series 7, Series 24, Series 63, and Series 66 securities licenses. C Nicole Mann is also a Certified Financial Planner. C Nicole Mann specializes in retirement planning, college savings, and estate planning. C Nicole Mann has a strong commitment to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
06/22/2018 - Present
Ameriprise Financial Services, LLC (Monticello IL)
IL
05/01/2007 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (MONTICELLO IL)
IL
06/27/2003 - 05/02/2007
UVEST FINANCIAL SERVICES GROUP, INC. (MONTICELLO IL)
FL
05/07/2001 - 06/30/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 06/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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