Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Dimassa is a financial advisor with Stifel, Nicolaus & Company, Inc.. Nicole has been in the industry since 2016 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Nicole holds the Series 7, Series 66, and SIE licenses. She is registered to offer investment advice in 27 states and the District of Columbia. Nicole is dedicated to helping her clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/03/2023 - Present
Stifel, Nicolaus & Company, Inc. (JACKSONVILLE FL)
NY
11/09/2021 - 06/06/2023
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
NJ
03/15/2018 - 11/08/2021
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NJ
04/27/2016 - 03/13/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
BOTH
Issued 09/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Nicole Dimassa is the right advisor for you? Invested Better is here to help.
