Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Therese Edwards is a financial advisor registered in Ohio with over 20 years of experience in the financial services industry. Nicole has a strong background in investments and has worked with a number of clients across the country. Nicole is currently registered with Morgan Stanley in Columbus, Ohio. Prior to joining Morgan Stanley, Nicole worked for CITIGROUP GLOBAL MARKETS INC. in Columbus, Ohio. Nicole holds a variety of licenses including the Series 7, 31 and 63 licenses. She is also licensed as a registered investment advisor (Series 65). Nicole’s areas of specialization include portfolio management for businesses and individuals, as well as financial planning, pension consulting and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
05/05/2020 - Present
Morgan Stanley (Columbus OH)
OH
03/22/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
IA
Issued 04/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Nicole Edwards is the right advisor for you? Invested Better is here to help.
