Nicole is an Investment Advisor Representative with APA. She is passionate about helping people, understanding his or her personal situation and working with them to achieve their goals.
Nicole joined PPS Advisors in March of 2015 as a Business Support Specialist working on operational and client service requests. She transitioned into the role of a Paraplanner in 2016 and began to work with the advisors of the firm to assist in putting together financial plans for our clients. Prior to working at PPS, Nicole worked as a non-registered sales assistant at a wealth management firm on Long Island.
Nicole graduated from the Honors College of Hofstra University in May of 2014 with a Bachelor of Business Administration degree in Finance and Economics from the Zarb School of Business. While attending Hofstra University, Nicole was an influential member of the equestrian team.
Nicole is working towards becoming a Certified Financial Planner™ and is currently enrolled in courses at Hofstra University to pursue that designation. She currently holds her Series 7, 63, 66 securities licenses as well as being a licensed life insurance agent.