Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Lyn Newland is a Certified Financial Planner® with Mariner Wealth Advisors. Nicole is a registered investment advisor and is currently licensed to provide investment advice in Florida. Nicole has over eight years of experience in the financial services industry. Nicole has worked at several firms including Pinnacle Wealth Planning Services, Lynch Financial Group, and Hamilton Capital Management Inc. Nicole has a strong understanding of financial planning, portfolio management, and retirement planning.
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.
Family office services
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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FL
10/11/2023 - Present
Mariner Wealth (Miramar Beach FL)
Active
Inactive
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