Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Simon is a registered investment advisor representative with State Farm Investment Management Corp. Nicole has been in the financial services industry since 1999 and is registered with the state of Nebraska. Nicole is also a registered representative with State Farm VP Management Corp., where Nicole has been employed since December 1998. In addition to working as an investment advisor, Nicole is also the owner and agent of Nicole Simon's Insurance Agency. Nicole specializes in portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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NE
11/15/2018 - Present
State Farm Investment Management Corp. (Lincoln NE)
IA
Issued 11/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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