Gail NickseCRD Number: 3061439
Current Firm: Waddell & Reed
Gail Nickse (CRD# 3061439) is an Investment Advisor Representative working at Waddell & Reed in Woburn, MA and has over 12 years of experience in the finance industry. Gail Nickse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Back Bay Chapter Of Bni||Boston, MA||Oct 2015 - Current||1|
|Agreeable Divorce Solutions, LLC||Somerville, MA||Feb 2015 - Current||2|
|Waddell & Reed, Inc.||Woburn, MA||Sep 2005 - Current||12|
|Various Insurance Carriers For W & R Insurance Agencies||Somerville, MA||Sep 2005 - Current||12|
|Gail Nickse||Somerville, MA||Feb 2003 - Current||14|
|Natural Wonders||Somerville, MA||Sep 1989 - Current||28|
|Gail Nickse Cdfa Cfp||Somerville, MA||Sep 2014 - Feb 2015||< 1|
|Back Bay Chapter Of Bni Massachusetts||Sudbury, MA||Oct 2008 - Sep 2014||5|
|Putnam Investments||Boston, MA||Aug 1994 - Sep 2007||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2005|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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, 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, VI, VT, WA, WI, WV
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