Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Matherne is a registered representative with Morgan Stanley, a firm that provides investment and advisory services to a wide range of clients, including individuals, businesses, and institutions. Nicole has a strong focus on portfolio management, providing financial planning and asset allocation advice. Nicole has a Series 7TO and SIE licenses, and has been in the financial industry since 2023. Nicole is a member of the Financial Industry Regulatory Authority (FINRA) and is registered in the state of Louisiana.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
02/07/2025 - Present
Morgan Stanley (New Orleans LA)
BC
Issued 11/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Nicole Matherne is the right advisor for you? Invested Better is here to help.
