Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole English is a financial advisor registered with Kingswood Wealth Advisors, LLC. She has been in the industry since 2007 and has experience in providing financial planning and portfolio management services to individuals, businesses, and retirement plans. Nicole has also worked at other firms including Benchmark Investments, LLC, Chalice Capital Partners, LLC, and Lucia Securities, LLC. She is committed to helping her clients reach their financial goals.
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.
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.
Hourly consulting
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.
1
2
CA
02/23/2022 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
NY
05/09/2022 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (NEW YORK NY)
CA
01/31/2019 - 01/08/2020
CHALICE CAPITAL PARTNERS, LLC (SAN DIEGO CA)
CA
05/23/2011 - 09/13/2018
LUCIA SECURITIES, LLC (SAN DIEGO CA)
CA
11/09/2007 - 12/05/2011
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
11/23/2005 - 11/13/2007
SECURITIES AMERICA, INC. (SAN DIEGO CA)
BOTH
Issued 12/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicole English is the right advisor for you? Invested Better is here to help.
