Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Burczyk is a financial advisor with Janney Montgomery Scott LLC. Nicole has been in the financial services industry since 2013 and has a strong track record of helping clients reach their financial goals. Nicole specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Nicole is committed to providing her clients with personalized service and a comprehensive approach to financial planning. Nicole has been registered with the Securities and Exchange Commission (SEC) since 2013. In addition to being a registered representative, Nicole is also a registered investment advisor.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
KS
07/22/2024 - Present
Janney Montgomery Scott LLC (Overland Park KS)
KS
07/29/2019 - 06/05/2023
MONEY CONCEPTS CAPITAL CORP (Prairie Village KS)
KS
09/15/2016 - 12/07/2017
COUNTRY CLUB FINANCIAL SERVICES, INC. (PRAIRIE VILLAGE KS)
MO
12/03/2013 - 06/17/2016
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 03/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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