Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Monte is a registered representative and investment adviser representative. Nicole has been in the industry for over 15 years. Nicole has a Series 6, Series 26 and Series 65 licenses. Nicole is currently employed by PFS Investments Inc. and is registered with the state of New Jersey. Nicole is a licensed agent and investment advisor representative. Nicole also holds a Series SIE license. Nicole has been in the industry since 2008.
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.
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.
1
2
NJ
10/02/2023 - Present
PFS Investments Inc. (HACKETTSTOWN NJ)
IA
Issued 05/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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