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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Gilstrap is a financial advisor with Morgan Stanley. Nicole has been in the financial services industry since December 2007. Nicole has been registered with Morgan Stanley since October 2011 and is currently licensed in Texas and South Carolina. Nicole is also licensed as a Notary Public in the state of South Carolina. Nicole has experience working with high-net-worth individuals, individuals other than high-net-worth, businesses, corporations, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. Nicole has a broad range of expertise in financial planning, portfolio management, and other advisory services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
SC
06/01/2022 - Present
Morgan Stanley (Greenville SC)
SC
06/12/2007 - 05/24/2010
WELLS FARGO ADVISORS, LLC (TAYLORS SC)
SC
09/01/2005 - 08/02/2006
MORGAN STANLEY DW INC. (GREENVILLE SC)
BOTH
Issued 09/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/27/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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