ADVISOR BIO

Nicole Dyball is a financial professional with over 4 years of experience in the industry. Nicole is a registered representative of J.P. Morgan Securities LLC. Nicole's credentials include the Series 6, Series 63, and SIE exams. She is also registered to sell securities in California and Texas. Nicole is an active financial professional with a focus on specializations including investment companies, variable contracts, mutual funds, fixed insurance products, and equity securities.

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ADVISOR BIO

Nicole Lee is a registered representative with Morgan Stanley. Nicole has been in the financial services industry for over 2 years and holds the Series 7TO, Series 66, and SIE exams. Nicole is registered to provide investment advice in 53 states and the District of Columbia. Nicole specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions.

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ADVISOR BIO

Nicole Allyson Southern is a financial advisor who has been in the industry since June 2014. Nicole is registered with Ameriprise Financial Services, LLC and has a Series 66 license, a Series 7 license, and the SIE exam. Nicole is also registered in Arizona, California, Georgia, Hawaii, Illinois, Louisiana, Minnesota, Ohio, Oklahoma, and Oregon. Nicole specializes in providing financial planning, pension consulting, educational seminars, and asset allocation services to a variety of clients, including individuals, families, trusts, estates, and businesses.

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ADVISOR BIO

Nicole English is a financial advisor registered with Kingswood Wealth Advisors, LLC. She has been in the industry since 2007 and has experience in providing financial planning and portfolio management services to individuals, businesses, and retirement plans. Nicole has also worked at other firms including Benchmark Investments, LLC, Chalice Capital Partners, LLC, and Lucia Securities, LLC. She is committed to helping her clients reach their financial goals.

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ADVISOR BIO

Nicole Simon is a financial advisor with Morgan Stanley, having been in the industry since 2004. Nicole has a strong background in financial services, with experience at RBC Dain Rauscher Inc. and UBS Financial Services Inc. Nicole has a wide range of experience and qualifications, including Series 7, Series 31, Series 63 and Series 66 licenses. Nicole offers a variety of financial services, including financial planning, portfolio management and asset allocation advice. Nicole has the experience and expertise to help individuals and families achieve their financial goals.

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ADVISOR BIO

Nicole Roach is a financial advisor at Stifel, Nicolaus & Company, Inc., with over 20 years of experience in the industry. Nicole has held previous roles with Morgan Stanley and Morgan Stanley & Co. Incorporated. Nicole is registered with the state of California as a Registered Investment Advisor and holds several professional certifications.

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ADVISOR BIO

Nicole Jean White is a registered representative with Edward Jones. Nicole has been in the securities industry since July 25, 2018. Nicole is licensed in 22 states and has her Series 7, Series 66, and SIE licenses. Nicole is a Chartered Financial Consultant and specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals.

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ADVISOR BIO

Nicole Rochelle Carner is an active Registered Representative associated with Morgan Stanley. Nicole has been in the industry since November 2004 and holds a Series 7, Series 66 and SIE license. Nicole is registered with the state of California and Texas, and works out of the Rancho Santa Fe, CA office. Previously, Nicole worked at CITIGROUP GLOBAL MARKETS INC. and UBS FINANCIAL SERVICES INC.

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ADVISOR BIO

Nicole Lebeck is a financial professional with over 11 years of experience in the industry. Nicole Lebeck is a registered representative of Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in multiple states. Nicole Lebeck is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Nicole Renee Allen is an investment advisor representative for Monarch Wealth Strategies in Santa Barbara, California. Nicole is a licensed investment advisor representative in California. Nicole has been in the financial services industry since June 2019. Nicole has a Series 65 and SIE license. Nicole specializes in Financial Planning, Pension Consulting and Portfolio Management for Individuals.

SPECIALIZATIONS