Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Whitcomb is a financial advisor with State Farm Investment Management Corp. Nicole is registered with FINRA and the state of Oregon. Nicole has been in the industry since May 10, 2018. Nicole has experience working with both individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OR
01/03/2025 - Present
State Farm Investment Management Corp. (Grants Pass OR)
OR
12/13/2012 - 05/13/2015
WELLS FARGO ADVISORS, LLC (MEDFORD OR)
CA
12/08/2011 - 12/13/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
BC
Issued 12/20/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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