Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Davison is a registered investment advisor representative with Osaic Wealth, Inc. Nicole has been working in the financial industry since 2003. In addition to being a registered investment advisor representative, Nicole is also a registered representative with Securities America, Inc. and LPL Financial LLC. Nicole holds the Series 6, 7, 63 and 65 licenses. Nicole has a long history of working with high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Nicole provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (CAPE CORAL FL)
FL
05/09/2014 - 06/14/2024
SECURITIES AMERICA, INC. (CAPE CORAL FL)
FL
07/11/2005 - 05/21/2014
LPL FINANCIAL LLC (CAPE CORAL FL)
WI
11/26/2002 - 12/17/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
08/20/2002 - 11/29/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
IA
Issued 08/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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