Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Spitzley is a financial advisor registered with Rehmann Wealth. Nicole is a registered representative and investment advisor representative. She specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Nicole has been working in the financial industry since 2010. Nicole has a Series 7, Series 24, Series 66, Series 28, and Series 99TO licenses and is registered in 27 states. Nicole is also a Chief Compliance Officer for Rehmann Financial Network, LLC.
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.
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.
Servicing fees from custodians
1
2
MI
01/09/2013 - Present
Rehmann Wealth (LANSING MI)
MI
02/26/2010 - 12/31/2017
ROYAL ALLIANCE ASSOCIATES, INC. (LANSING MI)
MI
02/19/2010 - 03/01/2010
TRIAD ADVISORS, INC. (LANSING MI)
BOTH
Issued 11/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 07/28/2015
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 05/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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