Unclaimed
Nicole Proxmire is an Investment Adviser Representative at CX Institutional, LLC. Nicole is registered with the state of IN and has been in the industry since October 2023. Nicole has passed the Uniform Investment Adviser Law Examination and is currently licensed in IN.
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.
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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IN
10/23/2024 - Present
CX Institutional, LLC (AUBURN IN)
Active
Inactive
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