Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Catherine McOmber is a financial advisor with Avantax Advisory Services. Nicole has been in the financial services industry since September 28, 2014. She has a Series 7, Series 66, and SIE licenses. Nicole is registered to provide investment advice in Oregon and California. Nicole has experience working with individuals, families, and businesses. She provides financial planning, portfolio management, and other financial services. Nicole is committed to helping her clients achieve their financial goals. She is also a CPA and a relationship manager for Jones & Roth Financial Advisors, LLC.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OR
10/25/2019 - Present
Avantax Advisory Services (Eugene OR)
OR
09/29/2014 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Eugene OR)
BOTH
Issued 10/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicole McOmber is the right advisor for you? Invested Better is here to help.
