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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikole? Claim Your ProfileNikole Lingelbach is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Nikole has been in the industry since 2002 and has experience in various financial services firms including MetLife Securities Inc., Morgan Stanley Smith Barney, and Securian Financial Services, Inc.. Nikole is registered with the state of Oklahoma and Texas. Nikole specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Nikole is also on the Board of Advocates for the Children's Hospital Foundation.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OK
10/15/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OKLAHOMA CITY OK)
OK
06/26/2012 - 07/10/2013
METLIFE SECURITIES INC. (OKLAHOMA CITY OK)
OK
07/20/2011 - 06/28/2012
MORGAN STANLEY SMITH BARNEY (OKLAHOMA CITY OK)
CO
07/17/2007 - 03/10/2011
METLIFE SECURITIES INC. (DENVER CO)
HI
03/18/2004 - 11/21/2006
SECURIAN FINANCIAL SERVICES, INC. (HONOLULU HI)
CT
05/02/2002 - 02/21/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 07/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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