Years of Experience
5-20+ Years
SAN RAFAEL, CA
23 Years Experience
0 Disclosures
ADVISOR BIO
Nicole Rhind is a financial professional with over 20 years of experience in the industry. Nicole is currently registered with Global Retirement Partners LLC, a firm that provides a range of investment advisory services. Prior to joining Global Retirement Partners LLC, Nicole was employed by Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Nicole has passed the Series 6, 7, 63, and 65 exams and holds a SIE certification. Nicole specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
SPECIALIZATIONS
La Mesa, CA
7 Years Experience
1 Disclosures
ADVISOR BIO
Nicole Noel Sargent is a financial advisor with Commonwealth Financial Network, where has been employed since 2018. Nicole has a background in financial services, and has previously worked for LPL Financial and LS Investment Management. Nicole has a Series 66 and Series 7 license, and has been an active advisor for several years. Nicole is a registered representative and investment advisor representative in California. Nicole's specializations include: investment advisory services, financial planning, pension consulting, and educational seminars.
SPECIALIZATIONS
Diamond Bar, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Nicole Hsueh is a Registered Representative with M Holdings Securities, Inc. and is licensed to provide investment advice in the state of California. Nicole has been in the industry for several years, and has a strong understanding of the financial markets. Nicole is dedicated to providing her clients with personalized financial advice and investment strategies. Nicole has a strong track record of success, and is committed to helping her clients achieve their financial goals.
SPECIALIZATIONS
SONOMA, CA
3 Years Experience
1 Disclosures
ADVISOR BIO
Nicole Alexis Reynolds is an investment advisor representative at Wells Fargo Clearing Services, LLC. Nicole is registered with the state of California and has been in the financial services industry for over 20 years. Nicole has a Series 7, Series 66, and SIE license. Nicole is a member of FINRA and has a branch office in Sonoma, CA. She is registered with the state of California for both broker-dealer and investment advisor activities.
SPECIALIZATIONS
VALENCIA, CA
26 Years Experience
0 Disclosures
ADVISOR BIO
Nicole Jacqueline Downing is an investment advisor representative at Avantax Advisory Services. Nicole has been in the financial industry since July 1998 and holds licenses for both Broker-Dealer and Investment Advisor. Nicole is licensed to provide financial advice in California. Nicole's previous work experience includes positions at National Planning Corporation and H.D. Vest Investment Securities, Inc. Nicole specializes in a variety of financial areas including financial planning, portfolio management for individuals, and portfolio management for businesses.
SPECIALIZATIONS
San Francisco, CA
26 Years Experience
0 Disclosures
ADVISOR BIO
Nicole Rasmussen is a financial advisor with over 20 years of experience in the industry. Nicole is currently registered with Morgan Stanley in California and Texas. Prior to joining Morgan Stanley, Nicole was a registered representative with Morgan Stanley & Co. Incorporated, Banc of America Investment Services, Inc. and SG Cowen Securities Corporation. Nicole holds Series 7, Series 63 and Series 65 licenses. She is also registered with the State of Texas as an Investment Advisor Representative. Nicole specializes in providing financial advice to a wide range of clients, including high-net-worth individuals, businesses, corporations, and institutions. Nicole offers a variety of financial services, including investment management, financial planning, retirement planning, and estate planning.
SPECIALIZATIONS
VALENCIA, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
Nicole Jolley is a financial advisor with LPL Financial LLC. Nicole has been in the financial industry since August 2010 and has a Series 66, Series 7, and SIE license. Nicole is currently registered in Arizona, California, Georgia, Minnesota, Nevada, Ohio, Oregon, Pennsylvania, Texas, Utah, and Washington. Nicole has a DBA, Jolley Financial Group, in Valencia, California. Nicole also rents real estate.
SPECIALIZATIONS
WALNUT CREEK, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Nicole Badovinac is a financial advisor at Cetera Investment Advisers LLC in Walnut Creek, CA. Nicole has been in the financial services industry since July 2016 and has experience providing financial planning, portfolio management, and pension consulting services. Nicole is registered with the state of California and Texas, and she holds Series 6, 63 and 65 securities licenses as well as the SIE. Nicole also works part-time as a shopper and delivery person for Shipt.
SPECIALIZATIONS
Newport Beach, CA
27 Years Experience
0 Disclosures
ADVISOR BIO
Nicole Anastasia Plumlee is an investment advisor representative at RBA Wealth Management, LLC. She is a registered investment advisor and a registered representative. Nicole has been in the financial services industry since 1997. Her previous experience includes working for Morgan Stanley and LPL Financial Corporation. Nicole is also the Chief Operating Officer for RBA Wealth Management. She is a licensed agent and registered representative in California. She holds several securities licenses, including the Series 6, 7, 24, 63 and 65. Nicole's specializations include portfolio management for individuals and businesses, financial planning and pension consulting.
SPECIALIZATIONS
San Francisco, CA
27 Years Experience
1 Disclosures
ADVISOR BIO
Nicole Nixon is a financial advisor with Morgan Stanley. Nicole has been in the financial services industry since 1998 and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Nicole is registered with FINRA and holds Series 7 and 66 licenses. Nicole's current firm has offices in San Francisco, California and is a large, well-established firm that provides a wide range of financial services.
SPECIALIZATIONS