Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Kristine Irwin is a financial advisor registered with Raymond James Financial Services Advisors, Inc.. Nicole has been working in the financial industry for over 8 years and has experience with both Wells Fargo Advisors Financial Network, LLC and Chapman & Cardwell Capital Management. Nicole is licensed to provide investment advice in 40 states and holds the Series 7 and Series 66 licenses. Nicole specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and pension plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
04/30/2021 - Present
Raymond James Financial Services Advisors, Inc. (Marathon FL)
FL
11/17/2014 - 01/20/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MARATHON FL)
BOTH
Issued 04/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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