Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Jervis is a financial advisor with Stratos Wealth Partners, Ltd. based in Warren, OH. Nicole has been in the financial services industry for over 20 years and is committed to helping individuals and families achieve their financial goals. Nicole holds Series 6, 7, 24, 63 and 65 licenses. In addition to her role at Stratos Wealth Partners, LTD., Nicole is also involved in several other business ventures including Jervis Insurance Agency, Humana, and Jervis Insurance Group, LLC. Nicole's experience and knowledge of the financial industry makes her a valuable asset 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.
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.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
03/14/2016 - Present
Stratos Wealth Partners, Ltd. (Warren OH)
OH
08/26/2010 - 01/05/2016
THE HUNTINGTON INVESTMENT COMPANY (WARREN OH)
FL
08/25/2004 - 08/03/2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SPRING HILL FL)
IL
03/07/2002 - 07/01/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 12/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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