Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Marie Gatlin is a financial advisor in Austin, TX, associated with Kestra Advisory Services, LLC. Nicole has been in the financial industry since 2023. Nicole holds Series 7TO and Series 63 securities licenses as well as Series 65 Investment Advisor licenses. Nicole specializes in working with High Net Worth Individuals and families, as well as corporations, individuals other than high net worth, pension and profit-sharing plans and charitable organizations. Prior to Kestra, Nicole was associated with Charles Schwab & Co., Inc. Nicole received her Bachelor of Science degree in Finance from St. Edward's University.
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.
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
TX
08/13/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
09/11/2023 - 05/06/2024
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 08/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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