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Rica Nicolescu is an Investment Advisor Representative at Brookstone Wealth Advisors, LLC. Rica has been in the financial industry for over 10 years and is registered in Connecticut and Florida. Rica holds a Series 65 license. She has worked as an Insurance Broker for health, group health insurance, medicare, supplemental insurance and life and annuities insurance products. She has also worked as an Insurance Agent for HealthMarkets Insurance Agency.
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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CT
07/26/2024 - Present
Brookstone Wealth Advisors, LLC (Manchester CT)
IA
Issued 06/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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