Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Michelle Finamore is a financial advisor with Cetera Investment Advisers LLC. Nicole has been in the industry since 2001 and has experience in various financial services areas, including insurance, credit unions, and spiritual counseling. Nicole holds a Series 63, Series 65, Series 66, Series 7, and SIE license. Nicole specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (BOUNTIFUL UT)
NJ
06/28/2018 - 12/31/2019
TFS SECURITIES, INC. (LINCROFT NJ)
CA
10/12/2016 - 06/29/2018
PRUCO SECURITIES, LLC. (IRVINE CA)
UT
07/17/2015 - 10/13/2016
ONEAMERICA SECURITIES, INC. (COTTONWOOD HEIGHTS UT)
UT
05/13/2014 - 07/06/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (SOUTH OGDEN UT)
UT
10/02/2012 - 03/24/2014
ADIRONDACK TRADING GROUP LLC (OGDEN UT)
UT
11/10/2003 - 10/01/2012
ALLSTATE FINANCIAL SERVICES, LLC (ODGEN UT)
NY
07/22/2002 - 10/21/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/02/2001 - 07/10/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 6/1/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/26/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 3/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/1/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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