Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Terrio-walsh is a financial advisor at Fidelity Personal And Workplace Advisors. Nicole has been in the industry since 2019 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Nicole is licensed to sell securities in 53 states and is a Registered Investment Advisor in Massachusetts and Texas. Nicole holds the Series 7TO, Series 66 and SIE licenses. Nicole has experience providing financial planning and portfolio management services to individuals, businesses and charitable organizations.
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.
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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MA
07/31/2023 - Present
Fidelity Personal AND Workplace Advisors (HOLDEN MA)
MA
10/11/2021 - 08/03/2022
MORGAN STANLEY (Worcester MA)
BOTH
Issued 04/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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