Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Christine Salokar is a financial advisor with over 25 years of experience in the industry. Nicole currently works with Charles Schwab & Co., Inc., and previously worked at USAA FINANCIAL ADVISORS, INC. Nicole holds licenses in Arizona and California. Nicole specializes in providing financial planning and investment advice to individuals. Nicole is committed to providing personalized financial solutions to her clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
05/26/2020 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
06/04/2010 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
05/02/2009 - 05/20/2010
CHASE INVESTMENT SERVICES CORP. (SURPRISE AZ)
AZ
02/06/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (SURPRISE AZ)
AZ
07/01/2002 - 01/22/2008
THRIVENT INVESTMENT MANAGEMENT INC. (PEORIA AZ)
MN
11/07/1997 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 08/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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