Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Alexander-duvall is a financial advisor with MWA Financial Services Inc. Nicole has been in the financial services industry since September 5, 2008. Nicole is registered to provide investment advice in Ohio and is also registered as a Registered Representative in Arizona, Colorado, and Ohio. Nicole has experience working with individuals, corporations, and charitable organizations and has a special focus on retirement planning, investment advice, and college savings.
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.
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.
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2
OH
09/14/2023 - Present
MWA Financial Services Inc. (MAUMEE OH)
OH
07/15/2015 - 04/22/2021
KEY INVESTMENT SERVICES LLC (TOLEDO OH)
OH
05/07/2015 - 06/26/2015
THE HUNTINGTON INVESTMENT COMPANY (TOLEDO OH)
OH
04/20/2010 - 04/01/2015
FIFTH THIRD SECURITIES, INC. (TOLEDO OH)
OH
10/30/2006 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOLEDO OH)
OH
10/13/2004 - 09/14/2006
FIFTH THIRD SECURITIES, INC. (TOLEDO OH)
BOTH
Issued 12/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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