Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Renee Wagner is a financial advisor who is registered with Cetera Investment Advisers LLC. Nicole has been working in the financial industry for over 10 years, and specializes in providing financial planning, investment advice, and other related services to individuals, families, and businesses. Nicole is committed to helping clients achieve their financial goals by providing personalized advice and strategies. Nicole is also a registered representative of Cetera Advisor Networks LLC, and is licensed to sell insurance products in Ohio. Nicole has experience working with clients in a variety of situations, including retirement planning, college savings, estate planning, and insurance needs.
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.
A percentage of the total value of assets under management is charged.
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OH
04/14/2024 - Present
Cetera Investment Advisers LLC (FINDLAY OH)
OH
11/30/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Findlay OH)
IA
Issued 3/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/3/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 3/9/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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