Unclaimed
Nicole Bush is a financial advisor in Pittsburgh, Pennsylvania with over 17 years of experience in the industry. Nicole has a wide range of experience, having worked for Charles Schwab & Co., Inc., as well as PNC Investments. Nicole holds multiple licenses and certifications, including Series 63, 66, and 7. In addition, Nicole is a registered Investment Advisor in Pennsylvania. Nicole's clients are primarily individuals, high-net-worth individuals, corporations or businesses, as well as pension and profit sharing plans. Nicole provides a range of services, including financial planning, portfolio management, and selection of other advisors.
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.
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.
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.
1
2
PA
04/04/2023 - Present
PNC Investments (PITTSBURGH PA)
NY
05/24/1995 - 09/11/2008
CHARLES SCHWAB & CO., INC. (NEW YORK CITY NY)
BOTH
Issued 04/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/10/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/28/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicole Bush is the right advisor for you? Invested Better is here to help.