Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Kathleen Bailey is an investment advisor representative for PFS Investments Inc. who has been in the industry since 2012. Nicole holds multiple licenses and certifications, including Series 6, Series 63, Series 26, and Series 65, allowing Nicole to serve a wide range of clients. Nicole's professional experience includes roles at Primerica Financial Services, Nickerbocker Cafe, and Caputo Trattoria. Nicole is also a partner at 20 Chestnut, LLC. Nicole's primary focus is portfolio management for individuals, and Nicole is registered in Connecticut, Massachusetts, New Mexico, and Rhode Island.
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.
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.
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CT
07/30/2024 - Present
PFS Investments Inc. (PLAINVILLE CT)
IA
Issued 06/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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