Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Middleton Holloway is a financial advisor with Natural Investments. Nicole has over 10 years of experience in the financial services industry. Nicole is registered with the state of California. Nicole's specialties include financial planning and portfolio management. Nicole is committed to providing personalized financial advice to individuals and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Financl plng fees either on a project, hourly or retainer basis
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CA
01/10/2020 - Present
Natural Investments (El Sobrante CA)
CA
09/09/2015 - 04/18/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 10/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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