Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Yvette Redus is a financial professional with over 20 years of experience in the industry. Nicole is currently a registered representative with United Planners' Financial Services of America A Limited Partner, and has been with the firm since May 2024. Nicole has a comprehensive background in financial services, having worked for a variety of firms including Lincoln Financial Securities Corporation, Cambridge Investment Research, Inc., and MetLife Securities Inc. Nicole is a dedicated professional with a proven track record of providing exceptional financial guidance to her clients.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
05/21/2024 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
OH
10/26/2016 - 05/20/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Cincinnati OH)
OH
02/07/2013 - 09/30/2016
LINCOLN FINANCIAL SECURITIES CORPORATION (BLUE ASH OH)
OH
12/17/2008 - 12/31/2012
PRINCOR FINANCIAL SERVICES CORPORATION (WEST CHESTER OH)
OH
06/29/2004 - 11/17/2008
METLIFE SECURITIES INC. (CINCINNATI OH)
OH
06/29/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CINCINNATI OH)
WI
04/12/2004 - 06/02/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 02/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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