Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Villavicencio is a financial advisor with Fidelity Personal and Workplace Advisors, based in Hawthorne, NY. Nicole has been working in the financial services industry since 2018, and has experience with several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Nicole holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Nicole is registered to provide investment advice in 53 states, including New York and Texas. Fidelity Personal and Workplace Advisors offers a range of services to clients, including financial planning, portfolio management, and educational seminars.
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.
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
NY
03/06/2023 - Present
Fidelity Personal AND Workplace Advisors (HAWTHORNE NY)
NY
11/11/2020 - 02/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ARMONK NY)
NY
02/28/2020 - 07/15/2020
MORGAN STANLEY (PURCHASE NY)
NY
05/09/2018 - 02/13/2020
J.P. MORGAN SECURITIES LLC (RYE BROOK NY)
BOTH
Issued 08/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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