Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Becker is a registered investment advisor representative in Wisconsin, Iowa, and Minnesota. Nicole has worked in the financial services industry since 2009 and is currently employed by Packerland Brokerage Services, Inc. Nicole's areas of expertise include financial planning, portfolio management for individuals, and pension consulting. She has worked with clients at both Mutual of Omaha Investor Services, Inc. and Principal Securities, Inc. and has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
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
WI
07/02/2020 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
WI
04/02/2018 - 07/08/2020
PRINCIPAL SECURITIES, INC. (HOLMEN WI)
WI
02/09/2009 - 04/16/2018
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Onalaska WI)
IA
Issued 08/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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