Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Curtis is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Nicole has been in the financial industry since 2010 and has a strong background in investment consulting, portfolio management, and financial planning. Nicole is committed to providing clients with personalized financial guidance and strategies to help them achieve their goals. Nicole has passed the Series 7, Series 66 and the SIE exams. Nicole holds the following registrations: Colorado - Broker/Dealer, Texas - Broker/Dealer and Texas - Investment Advisor Representative.
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.
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.
Investment consulting services to institutional clients
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.
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2
TX
02/10/2022 - Present
Wells Fargo Advisors Financial Network, LLC (MCALLEN TX)
TX
04/13/2018 - 10/30/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MCALLEN TX)
TX
11/10/2008 - 04/13/2018
WELLS FARGO CLEARING SERVICES, LLC (MCALLEN TX)
BOTH
Issued 11/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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