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 McWilliams is an investment advisor representative with Sentinel Pension Advisors Inc., a firm that provides investment advisory services to individuals, businesses and pension plans. Nicole has over 10 years of experience in the financial services industry and holds the Series 66, Series 7, and SIE licenses. Nicole has worked for Cambridge Investment Research, Inc. and LPL Financial LLC in the past. Nicole is registered to provide investment advice in Illinois and Massachusetts.
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.
Credit and cash management solutions
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.
Revenue sharing on eligible credit and cash management solutions
1
2
IL
04/22/2024 - Present
Sentinel Pension Advisors Inc. (Albany IL)
IA
02/09/2016 - 04/08/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
01/16/2015 - 02/04/2016
LPL FINANCIAL LLC (DAVENPORT IA)
IA
11/14/2012 - 07/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DAVENPORT IA)
BOTH
Issued 12/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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