Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Kinnamon is a financial advisor with Schwab Wealth Advisory, Inc. Nicole is registered with the Securities and Exchange Commission (SEC) and the states of Colorado and Texas. Nicole has been working in the financial industry since 2021. Nicole provides financial planning and portfolio management services to individuals and businesses. Prior to joining Schwab Wealth Advisory, Inc., Nicole was an employee at TD Ameritrade, Inc.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
08/24/2024 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
NE
03/18/2021 - 12/06/2022
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 08/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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