Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Neff Singleton is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Nicole has been in the financial industry since 2010. Nicole specializes in portfolio management for businesses and individuals, as well as financial planning and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
08/22/2022 - Present
Raymond James Financial Services Advisors, Inc. (Fredericksburg TX)
TX
11/10/2015 - 02/06/2018
RAYMOND JAMES & ASSOCIATES, INC. (BOERNE TX)
TX
11/06/2014 - 11/04/2015
EDWARD JONES (SNYDER TX)
TX
11/18/2010 - 07/25/2013
EDWARD JONES (SWEETWATER TX)
BOTH
Issued 08/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/12/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicole Singleton is the right advisor for you? Invested Better is here to help.
