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Nicole T Petersen

Navy Federal Investment Services, LLC

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About Nicole T Petersen

Nicole Petersen is a registered representative with Navy Federal Investment Services, LLC. She is licensed to offer securities and investment advice in Virginia. Nicole has been in the financial services industry since 2012, holding prior roles with Navy Federal Credit Union, Navy Federal Brokerage Services, LLC and Navy Federal Financial Group, LLC. Nicole has earned the Series 66, Series 24, Series 99TO, Series 7TO and SIE licenses. Nicole holds specializations in a wide range of areas, including financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Nicole Petersen is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicole Petersen’s Registration & Firm History

VA

03/02/2020 - Present

Navy Federal Investment Services, LLC (Vienna VA)

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Licenses & Designations

BOTH

Issued 03/02/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 05/09/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/06/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicole T Petersen.
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