Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Cosnotti is a registered investment advisor representative. Nicole has been in the financial services industry since 2007. Nicole currently works for Atmos Advisory, LLC. Previously, Nicole worked for M HOLDINGS SECURITIES, INC., and LPL FINANCIAL LLC. Nicole holds Series 66, SIE, and Series 7 licenses. Nicole specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, and Financial Planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
PA
07/29/2015 - Present
Atmos Advisory, LLC (PITTSBURGH PA)
PA
07/08/2015 - 05/31/2024
M HOLDINGS SECURITIES, INC. (PITTSBURGH PA)
PA
08/01/2007 - 07/20/2015
LPL FINANCIAL LLC (PITTSBURGH PA)
BOTH
Issued 05/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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