Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Boutmy de katzmann is a financial advisor with over 18 years of experience in the financial services industry. Nicole is currently registered with Snowden Capital Advisors LLC and has been with the firm since April 2022. Prior to that, Nicole worked at Fieldpoint Private Securities, LLC and Oppenheimer & Co. Inc.. Nicole holds Series 66, SIE, and Series 7 licenses and is registered to provide investment advice in 23 states and the District of Columbia. Nicole is also a member of the Board of the Westchester Ballet Company. Nicole specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Nicole's clients include high-net-worth individuals, individuals other than high-net-worth, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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
NY
04/25/2022 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
NY
08/15/2018 - 04/26/2022
FIELDPOINT PRIVATE SECURITIES, LLC (NEW YORK NY)
NY
06/09/2015 - 08/24/2018
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
11/21/2001 - 04/22/2003
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BOTH
Issued 09/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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