Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nadine? Claim Your ProfileNadine Costello Wilkes is a financial advisor with Raymond James Financial Services Advisors, Inc. based in FORT MYERS, FL. Nadine has been in the financial services industry since 1982. Nadine is registered with FINRA as a Registered Representative, and a registered Investment Advisor. Nadine holds the Series 6, 7, 5, 63 and 65 licenses and is a Certified Financial Planner. Nadine is also a managing partner of the Weinstein Wilkes Financial Group, LLC and WWFG Ventures.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
07/14/2017 - Present
Raymond James Financial Services Advisors, Inc. (FORT MYERS FL)
FL
04/28/1989 - 08/14/2008
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
NY
12/21/1982 - 05/03/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/13/1982 - 12/23/1982
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 02/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1983
Series 5 - Interest Rate Options Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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