Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Savage is a financial advisor with over 10 years of experience in the industry. She is currently registered with Sequoia Financial Group, LLC and has previously been affiliated with GWN Securities Inc. and AXA Advisors, LLC. Nicole is a Certified Financial Planner and holds both Series 63 and 65 licenses. Her areas of specialization include retirement planning, college savings, estate planning, and investment management. Nicole works with individuals, families, and businesses to develop personalized financial plans that meet their unique needs and goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
10/11/2023 - Present
Sequoia Financial Group, LLC (AKRON OH)
TX
04/17/2015 - 12/31/2017
GWN SECURITIES INC. (FORT WORTH TX)
TX
09/30/2011 - 04/15/2015
AXA ADVISORS, LLC (FORT WORTH TX)
IA
Issued 05/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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