Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Lawler is a financial advisor with Truist Advisory Services, Inc. Nicole has been in the industry since 2013 and is registered in 53 states and the District of Columbia. Nicole has her Series 6, Series 63, and Series 65 licenses. Nicole offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Nicole 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.
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.
Wrap fee product and financial profiling services using desktop software
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
MD
06/22/2022 - Present
Truist Advisory Services, Inc. (RISING SUN MD)
VA
03/08/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
01/02/2018 - 10/16/2018
BB&T SECURITIES, LLC (OXFORD PA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (OXFORD PA)
PA
06/10/2013 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (OXFORD PA)
IA
Issued 09/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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