Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole MacKowiak is an investment advisor representative at Avantax Advisory Services in Elk Grove Village, IL. Nicole has been in the financial services industry since April 2012 and has been with Avantax since October 2019. Nicole's experience includes working with clients to develop personalized financial plans, manage investments, and provide guidance on a variety of financial topics. Nicole holds a Series 7, Series 66, and SIE licenses. Nicole is a member of the National Association of Personal Financial Advisors (NAPFA). Nicole is committed to helping her clients achieve their financial goals and is dedicated to providing them with exceptional service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
10/25/2019 - Present
Avantax Advisory Services (ELK GROVE VILLAGE IL)
IL
01/03/2013 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ELK GROVE VILLAGE IL)
IL
01/25/2011 - 10/24/2011
1ST GLOBAL CAPITAL CORP. (ELK GROVE VILLAGE IL)
BOTH
Issued 04/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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