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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Albrecht is a financial advisor who has been in the industry for over 17 years. Nicole currently works at Newedge Advisors. Prior to that, Nicole Albrecht was a financial advisor at Avantax Investment Services, Inc., and 1ST GLOBAL CAPITAL CORP.. Nicole Albrecht is registered to provide investment advice in California and has passed the Series 7, Series 66, and SIE exams. Nicole Albrecht's firm, Newedge Advisors, is a large firm with over $10 billion - $50 billion in assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Nicole Albrecht provides financial advice to individuals, corporations, 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.
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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LA
09/23/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
CA
10/25/2019 - 03/12/2020
AVANTAX INVESTMENT SERVICES, INC. (Temecula CA)
CA
09/20/2006 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Temecula CA)
BOTH
Issued 06/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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