Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolle? Claim Your ProfileNicolle Chou-Wen Willson is a financial advisor currently registered with Team Hewins, LLC. Nicolle is a CERTIFIED FINANCIAL PLANNER™ professional and has over 12 years of experience in the financial services industry. Nicolle specializes in providing financial planning, portfolio management, and other advisory services to individuals, high-net-worth individuals, corporations, and other businesses. Nicolle previously worked for several financial institutions including Lincoln Financial Advisors Corporation, LPL Financial LLC, NRP Financial, Inc., and NYLIFE Securities LLC. Nicolle is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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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CA
12/13/2023 - Present
Team Hewins, LLC (REDWOOD CITY CA)
CA
08/05/2011 - 05/14/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (CAMPBELL CA)
CA
11/30/2010 - 03/21/2011
LPL FINANCIAL LLC (SAN FRANCISCO CA)
CA
04/21/2008 - 11/30/2010
NRP FINANCIAL, INC. (SAN FRANCISCO CA)
CA
01/15/2008 - 04/04/2008
NYLIFE SECURITIES LLC (SAN JOSE CA)
IA
Issued 04/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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