Unclaimed
Nicole Granakos is a financial advisor at LPL Enterprise, LLC, in Clermont, FL. Nicole is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). She has worked in the financial industry since 2016. Nicole has a Series 6 and Series 63 license and holds a Series 65 license. She is also a registered representative of LPL Financial. Nicole is a dedicated financial professional with the experience to provide clients with a wide range of financial planning and investment services. She is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
FL
11/18/2024 - Present
LPL Enterprise, LLC (CLERMONT FL)
FL
07/02/2016 - 03/10/2017
W&S BROKERAGE SERVICES, INC. (MAITLAND FL)
BC
Issued 05/05/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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