Nicole Stone (CRD# 5517941) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Schenectady, NY and has 1 year of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nikki Stone Insurance Agency | Schenectady, NY | Dec 2023 - Current | < 1 |
| State Farm Vp Management Corp | Schenectady, NY | Jul 2023 - Current | < 1 |
| State Farm Investment Management Corp | Schenectady, NY | Jul 2023 - Current | < 1 |
| State Farm Insurance | Schenectady, NY | Jul 2023 - Dec 2023 | < 1 |
| Stacy Ochs Insurance Agency | Schenectady, NY | Mar 2020 - Jul 2023 | 3 |
| State Farm Vp Management Corp | Schenectady, NY | Jul 2022 - Oct 2022 | < 1 |
| Maid It Better LLC | Schenectady, NY | Mar 2009 - Mar 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2023 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- NY
- PA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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