Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Avery-young is a financial advisor and registered representative at Benjamin F. Edwards & Company, Inc. Nicole has been in the financial services industry since 2001 and has experience working for several firms including Morgan Stanley, Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Nicole currently provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. Nicole is registered with FINRA, is a Series 66 and Series 63 licensed advisor and holds a Series 7 and SIE license.
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.
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2
MO
03/13/2017 - Present
Benjamin F. Edwards & Company, Inc. (SPRINGFIELD MO)
MO
06/02/2014 - 09/16/2016
MORGAN STANLEY (SPRINGFIELD MO)
MO
08/14/2009 - 12/31/2012
BENJAMIN F. EDWARDS & COMPANY, INC. (SPRINGFIELD MO)
MO
01/01/2008 - 08/18/2009
WELLS FARGO ADVISORS, LLC (SPRINGFIELD MO)
MO
03/13/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SPRINGFIELD MO)
SC
03/06/2001 - 09/10/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
02/17/1999 - 02/21/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 06/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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