Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nichole? Claim Your ProfileNichole Heidrick is a financial advisor with over 17 years of experience in the industry. Nichole is currently registered with Catalytic Wealth Management and is also a board member for the Rwanda Girls Initiative. Her previous experience includes working for J.P. MORGAN SECURITIES LLC, FIRST REPUBLIC SECURITIES COMPANY, LLC, WELLS FARGO CLEARING SERVICES, LLC, and WELLS FARGO INVESTMENTS, LLC. Nichole is a Series 66, Series 3, and Series 7 licensed advisor. Nichole specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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.
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WA
02/08/2024 - Present
Catalytic Wealth Management (Bellevue WA)
WA
09/29/2023 - 02/06/2024
J.P. MORGAN SECURITIES LLC (Bellevue WA)
WA
02/14/2020 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Bellevue WA)
WA
01/03/2011 - 02/20/2020
WELLS FARGO CLEARING SERVICES, LLC (BELLEVUE WA)
WA
12/04/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BELLEVUE WA)
NY
01/21/2005 - 04/24/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 02/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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