linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicole Anne Kirby

Missionsquare Retirement

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nicole? Claim Your Profile

About Nicole Anne Kirby

Nicole Anne Kirby is a financial advisor registered with Missionsquare Retirement, a firm with a national presence. Nicole has over 15 years of experience in the financial services industry, having worked previously with CHARLES SCHWAB & CO., INC.. Nicole is currently registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63 and SIE licenses. Nicole is also a Certified Financial Planner (CFP). Missionsquare Retirement provides a wide range of financial services including portfolio management for individuals and businesses. The firm has over 150 employees and manages over $6 billion in assets. Nicole's specialties include financial planning, investment management, retirement planning and college savings.

Firm Information

Nicole Kirby is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nicole Kirby’s Registration & Firm History

DC

04/12/2023 - Present

Missionsquare Retirement (WASHINGTON DC)

PA

08/29/2007 - 04/17/2013

CHARLES SCHWAB & CO., INC. (WAYNE PA)

Not sure if Nicole Anne Kirby is right for you?

Licenses & Designations

BC

Issued 08/31/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicole Anne Kirby.
Not sure if Nicole Anne Kirby is right for you?