Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nichole? Claim Your ProfileNichole Labott is a financial professional with over 15 years of experience in the financial services industry. Nichole is currently registered with Sageview Advisory Group, LLC and holds Series 6, 63, and 65 licenses. Nichole has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Nichole is committed to providing her clients with personalized financial advice and guidance. Nichole is also affiliated with Sage IRA, a private label IRA offering.
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.
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
CA
03/25/2009 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
VA
01/23/2009 - 08/30/2024
CETERA ADVISOR NETWORKS LLC (GLEN ALLEN VA)
VA
02/19/2007 - 12/31/2008
WESTPORT FINANCIAL SERVICES, L.L.C. (GLEN ALLEN VA)
IA
Issued 07/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Nichole Labott is the right advisor for you? Invested Better is here to help.
