Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Brown-griffin is a wealth advisor with over 5 years of experience in the financial services industry. Nicole is a Certified Financial Planner and is registered with the state of Virginia as an Investment Advisor Representative. Nicole specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, businesses, and charitable organizations. She has also worked as a tax preparer and accountant. Nicole has a passion for helping people achieve their financial goals and is committed to providing her clients with personalized advice and exceptional service. Nicole is affiliated with United Planners' Financial Services of America, a firm with over 450 licensed agents and advisors.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
11/21/2023 - Present
United Planners' Financial Services OF America A Limited Partner (VIRGINIA BEACH VA)
BOTH
Issued 02/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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