Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Clara Wilson is a registered representative with Raymond James & Associates, Inc. located in ST. PETERSBURG, FL. Nicole has been in the industry since 2004. Nicole has a history of working in the financial industry with prior roles at INVEST FINANCIAL CORPORATION and AXA ADVISORS, LLC. Nicole specializes in portfolio management for businesses and individuals, 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
10/25/2017 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
03/15/2016 - 10/19/2017
INVEST FINANCIAL CORPORATION (TAMPA FL)
NJ
07/17/2007 - 03/16/2016
AXA ADVISORS, LLC (JERSEY CITY NJ)
NY
01/05/2004 - 05/23/2007
NYLIFE SECURITIES LLC (SLEEPY HOLLOW NY)
BOTH
Issued 12/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 11/13/2007
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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