Nicole Granakos (CRD# 6644163) is an Investment Advisor Representative working at Prudential Financial Planning Services in Clermont, FL and has over 3 years of experience in the finance industry.
CRD# 5583168
Truist Advisory Services, Inc.
CRD# 2242198
International Assets Investment Management, LLC
CRD# 5005731
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Clermont, FL | Mar 2017 - Current | 7 |
| Pruco Securities, LLC | Clermont, FL | Mar 2017 - Current | 7 |
| W&s Brokerage Services | Cincinnati, OH | May 2016 - Mar 2017 | < 1 |
| Western Southern Life | Maitland, FL | Mar 2016 - Mar 2017 | 1 |
| Unemployed | Not Provided, FL | Jan 2016 - Mar 2016 | < 1 |
| Aig | Orlando, FL | May 2008 - Jan 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
| S63 | Uniform Securities State Law Examination | May 2023 |
- FL
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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