Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Vandermaas Schleier is a financial advisor with Ameriprise Financial Services, LLC. Nicole has been in the industry for over 20 years, holding both Series 63 and 65 licenses, as well as Series 7 and SIE. She is registered to provide investment advice in 33 states and has a strong track record of providing financial planning, asset allocation, and portfolio management services to individuals, businesses, and retirement plans. Nicole has previous experience with both Wells Fargo Clearing Services and Wachovia Securities.
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.
Asset allocation services
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
SC
01/02/2018 - Present
Ameriprise Financial Services, LLC (Charleston SC)
SC
06/15/2002 - 01/23/2017
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON SC)
NC
11/14/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 06/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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