Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Brier is a financial advisor with Equity Services, Inc., a firm specializing in financial planning, pension consulting, and portfolio management. Nicole is licensed to sell securities in Vermont. She has over 10 years of experience in the financial services industry. Nicole specializes in providing investment advice to a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VT
10/30/2017 - Present
Equity Services, Inc. (MONTPELIER VT)
VT
10/29/2012 - 10/30/2017
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
BC
Issued 09/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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