Unclaimed
Nicole Remesik is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Mentor, OH. Nicole has been in the financial industry since 2020 and is registered to offer investment advice in 16 states. Nicole is a Chartered Financial Consultant and holds Series 63, 7TO and SIE licenses. Nicole specializes in providing financial planning, portfolio management, and pension consulting.
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
OH
04/13/2023 - Present
Raymond James Financial Services Advisors, Inc. (Mentor OH)
BC
Issued 07/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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