Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Anne Bartel is an Investment Advisor Representative with Copper Financial, located in Lenexa, Kansas. Nicole has over 20 years of experience in the financial services industry. Nicole has been licensed in multiple states and holds licenses for Series 6, 7, 9, 10, 63, and 65. Nicole provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Nicole also provides educational seminars and refers clients to third-party managers.
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.
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.
Fees from third-party managers to whom we refer business
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
KS
08/29/2023 - Present
Copper Financial (Lenexa KS)
TX
01/04/2021 - 07/07/2023
ROBINHOOD FINANCIAL, LLC (Westlake TX)
TX
04/09/2018 - 11/17/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
CA
10/02/2001 - 09/02/2003
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
IA
Issued 08/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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