Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Farrar is a financial advisor at Stratos Wealth Partners, Ltd. in San Diego, CA. Nicole has been in the financial industry for over a decade and is a Certified Financial Planner. She has a Series 66, Series 7TO and SIE licenses.
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
CA
11/01/2023 - Present
Stratos Wealth Partners, Ltd. (SAN DIEGO CA)
CA
02/17/2022 - 07/20/2023
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
BOTH
Issued 06/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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