Unclaimed
Nicole Llorente is a registered representative with BNY Mellon Securities Corp. in New York, NY. Nicole has been in the industry since 2023 and has experience in both brokerage and investment advisory services. Nicole is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses Series 66 and Series 7TO. She is also registered to offer investment advisory services in the state of New York.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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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2
NY
07/17/2024 - Present
BNY Mellon Securities Corp. (New York NY)
NJ
09/08/2023 - 07/12/2024
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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