Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Regilio is a financial advisor at Hightower Advisors, LLC. Nicole has been in the financial services industry since June 2002 and has a wide range of experience in providing financial advice to individuals and families, businesses and corporations, trusts, estates, charitable organizations, pension and profit sharing plans and insurance companies. Nicole is a Certified Financial Planner™ and holds a Series 65 license. Nicole works with clients on a variety of financial planning needs, including retirement planning, college savings, investment management, and estate planning. Nicole also provides treasury management services to corporate clients. Nicole is committed to helping her clients achieve their financial goals and is dedicated to providing them with the highest level of service.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
01/24/2024 - Present
Hightower Advisors, LLC (Orlando FL)
Active
Inactive
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