Unclaimed
Nicole Lamoureux Miller is a financial advisor at Edward Jones, with over 20 years of experience in the industry. Nicole is licensed in multiple states and has expertise in a variety of areas, including financial planning, retirement planning, and investment management. Nicole is committed to providing personalized financial guidance to her clients to help 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
01/07/2019 - Present
Edward Jones (WASHINGTON IL)
RI
09/24/2015 - 10/05/2016
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
04/19/2002 - 04/15/2014
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 03/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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