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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Wegman is a financial advisor with Modera Wealth Management, LLC based in New Providence, NJ. Nicole has been working in the financial services industry for over 10 years and holds Series 6, 7, and 63 licenses. She has experience with a variety of financial products and services, including portfolio management, financial planning, and pension consulting.
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.
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NJ
06/05/2023 - Present
Modera Wealth Management, LLC (NEW PROVIDENCE NJ)
NY
11/16/2020 - 06/06/2023
COMMONWEALTH FINANCIAL NETWORK (NEW YORK NY)
NJ
10/29/2013 - 11/24/2020
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/27/2009 - 08/01/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
PA
12/12/2008 - 11/24/2009
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
BC
Issued 03/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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