Unclaimed
Nicole Marie Nelson is a financial professional with over two years of experience in the financial services industry. Nicole is currently registered with PFS Investments Inc. in Duluth, GA. She is a Series 63, Series 26, and Series 6TO licensed professional. Nicole's previous experience includes working as a financial advisor with PFS Investments Inc. in Jacksonville, FL. Nicole is committed to providing her clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
09/18/2020 - Present
PFS Investments Inc. (DULUTH GA)
FL
01/16/2020 - 09/18/2020
PFS INVESTMENTS INC. (JACKSONVILLE FL)
FL
02/02/2019 - 12/31/2019
PFS INVESTMENTS INC. (JACKSONVILLE FL)
BC
Issued 12/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/02/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Nicole Nelson is the right advisor for you? Invested Better is here to help.