Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Horton is a financial advisor with over 13 years of experience. Nicole is registered with Wells Fargo Clearing Services, LLC and holds Series 66, Series 7, and SIE licenses. Nicole specializes in financial planning and portfolio management for individuals and businesses. Nicole is also a Certified Financial Planner. Nicole has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC in Dallas, Texas. Nicole's clients include individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Nicole's specializations include financial planning, portfolio management, retirement planning, college savings, estate planning, insurance, and tax planning.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
11/24/2010 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
BOTH
Issued 11/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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