Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Dipiero is a financial professional with over 10 years of experience in the financial services industry. Nicole is a Certified Financial Planner™ professional and holds the Series 7, Series 63, and SIE licenses. Nicole is currently registered with Charles Schwab & CO., Inc. and is licensed to provide financial services in several states.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
PA
11/03/2020 - Present
Charles Schwab & CO., Inc. (Cranberry Township PA)
TX
02/13/2017 - 04/13/2018
CHARLES SCHWAB & CO., INC. (Austin TX)
BC
Issued 02/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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