Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Nicoli is an investment advisor representative registered with Cetera Investment Advisers LLC. Sally has been in the securities industry for over 5 years and has a Series 7, Series 63, and Series 65 license. Sally previously worked with Raymond James & Associates, Inc., Cetera Investment Services LLC, and Edward Jones. Sally has experience providing financial planning services and has been working with clients to reach 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.
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.
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
11/22/2023 - Present
Cetera Investment Advisers LLC (CHARLESTON SC)
SC
05/08/2023 - 11/07/2023
RAYMOND JAMES & ASSOCIATES, INC. (CHARLESTON SC)
NH
10/02/2018 - 04/14/2023
CETERA INVESTMENT SERVICES LLC (CONCORD NH)
MO
08/30/2018 - 09/07/2018
EDWARD JONES (ST. LOUIS MO)
BC
Issued 07/20/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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