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 a financial advisor with Cetera Investment Advisers LLC. Sally has been working in the financial industry since July 22, 2018. Sally is licensed to provide investment advice in Illinois, Maryland, Massachusetts, New Hampshire, North Carolina, South Carolina, and Virginia. Sally holds the Series 63, Series 65, SIE, and Series 7 licenses. Sally also has experience in real estate sales.
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 7/20/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 2/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/7/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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