Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Faith Narkus is a financial advisor with over 8 years of experience in the financial services industry. Nicole is registered with Raymond James Financial Services Advisors, Inc. in Birmingham, MI. She has previously worked with Edward Jones and Hantz Financial Services, Inc. Nicole holds the Series 66, Series 7, and SIE licenses. She is also a Certified Financial Planner and a Chartered Financial Consultant. Nicole specializes in providing financial planning, investment management, investment selection, education planning and insurance services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
03/06/2023 - Present
Raymond James Financial Services Advisors, Inc. (Birmingham MI)
MI
08/10/2015 - 02/28/2022
EDWARD JONES (STERLING HEIGHTS MI)
MI
12/18/2013 - 06/22/2015
HANTZ FINANCIAL SERVICES, INC. (CLINTON TOWNSHIP MI)
BOTH
Issued 06/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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