Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Nguyen is a registered investment advisor representative at Virtue Capital Management, LLC, and has been in the industry since 2001. Nicole has a Series 7, 65, and 66 license, and specializes in financial planning, portfolio management for individuals, and educational seminars. Nicole is also the owner of Meridian Financial Group, LLC, a firm that recommends insurance-based products.
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.
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.
1
2
TN
03/24/2020 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
NY
12/21/2001 - 09/09/2003
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 01/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Nicole Nguyen is the right advisor for you? Invested Better is here to help.
