Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Brewer is a financial advisor at Prosperity Wealth Management, Inc. with over 12 years of experience in the financial services industry. Nicole Brewer is a registered representative and investment advisor representative. Nicole Brewer holds the Series 6, 7, 26, 63 and 65 licenses. Nicole Brewer has been a financial advisor since 2009. Nicole Brewer has worked at several firms including CORECAP INVESTMENTS, LLC, INVESTMENT NETWORK, INC., FORESTERS EQUITY SERVICES, INC., LIFEMARK SECURITIES CORP., and Prosperity Wealth Management, Inc. Nicole Brewer is also a licensed insurance agent.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
OH
02/02/2021 - Present
Prosperity Wealth Management, Inc. (Olmsted Township OH)
OH
12/02/2017 - 02/01/2021
CORECAP INVESTMENTS, LLC (Olmsted Township OH)
OH
01/08/2015 - 12/01/2017
INVESTMENT NETWORK, INC. (Olmsted Falls OH)
CA
05/23/2012 - 12/31/2014
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
OH
07/06/2009 - 12/21/2010
LIFEMARK SECURITIES CORP. (BRUNSWICK OH)
BC
Issued 01/28/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nicole Brewer is the right advisor for you? Invested Better is here to help.
