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 Rimsza is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. based in Carefree, Arizona. Nicole has been in the financial services industry since October 2019. Previously, Nicole worked as an Associate/Employee at Sunstone Wealth Management in Scottsdale, Arizona. Nicole is licensed to provide investment advice in the state of Arizona. Nicole specializes in financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Nicole is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
06/21/2022 - Present
Raymond James Financial Services Advisors, Inc. (Carefree AZ)
AZ
10/25/2019 - 02/22/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 05/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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