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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Reviello is a financial advisor with Ameriprise Financial Services, LLC in Dickson City, Pennsylvania. Nicole has been in the industry since October 2004 and has experience working with a variety of clients, including individuals, families, businesses, and trusts. Nicole has a Series 66, 7, 9, 10, and SIE license. Nicole is registered in Florida, New Jersey, New York and Pennsylvania. Previously, Nicole worked at Lincoln Financial Advisors Corporation, Merrill Lynch, Morgan Stanley, and First Security Investments, Inc..
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.
Asset allocation services
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
PA
07/18/2017 - Present
Ameriprise Financial Services, LLC (DICKSON CITY PA)
PA
02/24/2016 - 06/28/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (CAMP HILL PA)
PA
05/04/2006 - 02/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
PA
02/01/2005 - 04/21/2006
MORGAN STANLEY DW INC. (HARRISBURG PA)
PA
06/07/2004 - 09/21/2004
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
TN
04/27/2004 - 06/01/2004
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
BOTH
Issued 12/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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