Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Jane McCuskey is a financial advisor associated with Raymond James & Associates, Inc. Nicole McCuskey has been in the industry since June 2009, and is registered to conduct business in multiple states including California, Colorado, and Connecticut. The advisor is affiliated with Raymond James & Associates, Inc., but has previous experience with UBS Financial Services Inc and Raymond James Financial Services, Inc. Nicole McCuskey holds several professional certifications, including Series 7, Series 9, Series 10, and Series 66.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MD
12/07/2021 - Present
Raymond James & Associates, Inc. (Bethesda MD)
MD
02/24/2016 - 12/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
MD
05/06/2009 - 01/25/2016
UBS FINANCIAL SERVICES INC. (BETHESDA MD)
BOTH
Issued 09/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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