Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Fellhauer is an investment advisor representative with Fidelity Personal and Workplace Advisors. Nicole has been in the industry since December 2008 and has a total of 15 years of experience. Nicole is registered in multiple states and holds a series of industry licenses. Nicole has been with Fidelity Personal and Workplace Advisors since July 2018. Previously, Nicole was a financial advisor at J.P. Morgan Securities LLC and Fidelity Brokerage Services LLC. Nicole is a member of the Notre Dame Club of Detroit and serves on the board of directors. Nicole's advisory services include financial planning, portfolio management, and selection of other advisors.
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.
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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2
MA
03/17/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MI
01/13/2016 - 03/23/2018
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
MI
11/24/2008 - 01/05/2016
FIDELITY BROKERAGE SERVICES LLC (ANN ARBOR MI)
BOTH
Issued 1/9/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 9/10/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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