Nicole PolatisCRD Number: 6025708
Current Firm: United Planners' Financial Services Of America A Limited Partner
Nicole Polatis (CRD# 6025708) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Farmington, UT and has over 5 years of experience in the finance industry. Nicole Polatis 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.
Uma Financial Services Inc.
Foresters Equity Services, Inc.
|Rock House Financial||Farmington, UT||Aug 2017 - Current||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Salt Lake City, UT||Sep 2014 - Current||3|
|Nicole Polatis Insurance Agent||Farmington, UT||Sep 2014 - Current||3|
|Young Living Essential Oils||Lehi, UT||May 2013 - Current||4|
|Young Living Essential Oils||Salt Lake City, UT||Apr 2013 - Current||5|
|Waddell & Reed, Inc.||Salt Lake City, UT||Sep 2014 - Aug 2017||2|
|Byu Management Society||Salt Lake City, UT||Feb 2016 - Jul 2017||1|
|Fidelity Investment||Salt Lake City, UT||Jan 2012 - Sep 2014||2|
|Brigham Young University||Provo, UT||Sep 2011 - Dec 2011||< 1|
|Grandeur Peak Global Advisors||Salt Lake City, UT||Jun 2011 - Sep 2011||< 1|
|Wasatch Advisors||Salt Lake City, UT||May 2011 - Jun 2011||< 1|
|Byu Office Of Information Technology||Provo, UT||Apr 2010 - May 2011||1|
|Millcreek Metals||Blackfoot, ID||Mar 2010 - Apr 2010||< 1|
|The Church Of Jesus Christ Of Latter-day Saints||Charleston, WV||Aug 2008 - Feb 2010||1|
|Polatis Brothers Farms||Blackfoot, ID||Apr 2008 - Jul 2008||< 1|
|Byu Office Of Information Technology||Provo, UT||Jul 2006 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management2,377MILLIONS
Total Number of Accounts13,769ACCOUNTS
Average Account Value$172,654
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV
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