Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Cassidy is a registered representative with MML Investors Services, LLC, located in Philadelphia, PA. Nicole has been in the financial services industry since December 2014, and holds the Series 6, Series 63, and SIE licenses. Previously, Nicole was employed by VOYA FINANCIAL ADVISORS, INC. Nicole works with a wide range of clients, including individuals, businesses, trusts, and pension plans. Nicole's specializations include financial planning, asset allocation programs, and portfolio management for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
08/20/2015 - Present
MML Investors Services, LLC (PHILADELPHIA PA)
PA
12/05/2014 - 08/03/2015
VOYA FINANCIAL ADVISORS, INC. (LITITZ PA)
BC
Issued 02/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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