Unclaimed
Nicole Wojtyla is a financial professional with over 20 years of experience in the industry. Nicole is currently a registered representative with J.P. Morgan Securities LLC in SOUTH ELGIN, IL. Nicole has a strong background in investments, having held previous positions with Chase Investment Services Corp, BANC ONE SECURITIES CORPORATION, and Woodbury Financial Services, Inc. Nicole is dedicated to providing her clients with personalized financial guidance and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
10/01/2012 - Present
J.p. Morgan Securities LLC (SOUTH ELGIN IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SOUTH ELGIN IL)
IL
12/16/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
10/14/2002 - 12/08/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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