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 Wright is a financial advisor currently registered with Cuso Financial Services, LP in Alexandria, VA. Nicole has been working in the financial services industry since May 29, 2017. Prior to joining Cuso Financial Services, LP, Nicole was employed by RAYMOND JAMES & ASSOCIATES, INC., FIDELITY BROKERAGE SERVICES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Nicole holds the Series 66, Series 7 and SIE licenses and is licensed in Virginia. Nicole is a registered representative and investment advisor representative.
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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VA
07/24/2024 - Present
Cuso Financial Services, LP (FAIRFAX VA)
DC
11/02/2022 - 07/24/2024
RAYMOND JAMES & ASSOCIATES, INC. (Washington DC)
VA
05/21/2021 - 08/04/2022
FIDELITY BROKERAGE SERVICES LLC (RESTON VA)
VA
02/14/2017 - 05/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANTILLY VA)
BOTH
Issued 03/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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