Unclaimed
Nicole Badovinac is a registered investment advisor representative. Nicole has been in the financial services industry since 2016. Nicole holds the Series 6, Series 63, Series 65 and SIE licenses. Nicole currently works for Cetera Investment Advisers LLC. Nicole has a branch office location in Walnut Creek, CA. In addition to her work as an advisor, Nicole also works part-time as a shopper and delivery person for Shipt. Previously, Nicole worked for Foresters Financial Services, Inc.
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.
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
CA
04/20/2022 - Present
Cetera Investment Advisers LLC (WALNUT CREEK CA)
CA
07/08/2016 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
IA
Issued 2/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/8/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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