Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Quinlan is a registered investment advisor representative at Eaton Vance Management. Nicole is licensed in 7 states including Massachusetts, Florida, Louisiana, Mississippi, Puerto Rico, and Alabama. Nicole has 6 years of experience in the financial industry. Nicole has passed the Series 7TO, SIE, and Series 66 exams. Nicole specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
05/05/2021 - Present
Eaton Vance Management (BOSTON MA)
BOTH
Issued 03/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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