Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Kruman is a financial advisor at Janney Montgomery Scott LLC. Nicole has been in the financial industry since October 9, 2023. Nicole is registered with FINRA as a General Securities Representative and holds the Series 7TO and SIE licenses. Nicole is also a General Securities Sales Supervisor and has the Series 9 license. Nicole specializes in providing financial advice to individuals, corporations, and institutions. Nicole is committed to providing her clients with personalized financial advice and investment strategies to help them achieve their financial goals.
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.
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.
Fee plus commission
1
2
PA
10/09/2023 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
BC
Issued 03/26/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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