Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Finamore is a financial professional with over 20 years of experience in the industry. Nicole holds licenses in both Idaho and Utah to offer investment advice and securities. Nicole is currently registered with Cetera Investment Advisers LLC, a firm with a long history of providing investment management and financial planning services to individuals and businesses. Nicole has worked with a variety of financial institutions over the years, including Transamerica Financial Advisors, Inc, Pruco Securities, LLC, and OneAmerica Securities, Inc. Nicole specializes in financial planning, retirement planning, and insurance planning. She is committed to helping her clients achieve their financial goals and is passionate about educating them about their options.
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 06/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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