Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Camille Carson is a financial advisor at 2nd Story Wealth Planners. Nicole has been in the financial industry since 2004. Nicole is a Certified Financial Planner® and holds both Series 65 and Series 63 licenses. Nicole provides financial planning and portfolio management services to individuals and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
PA
08/26/2024 - Present
2ND Story Wealth Planners (PLYMOUTH MEETING PA)
PA
10/26/2011 - 04/05/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
01/26/2007 - 10/06/2011
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
02/02/2006 - 11/13/2006
PNC INVESTMENTS (ALLENTOWN PA)
IA
01/27/2004 - 12/31/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
Issued 02/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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