FOR IMMEDIATE RELEASE
Nicole Spoltore -Licensed Financial Advisor
Dedham, Massachusetts (HMS Financial Group) May 3, 2019 –
We are proud to announce that Nicole Spoltore, after successfully completing FINRA qualifying exams Series 7 and Series 66, is now licensed to work with clients in her role as a financial advisor.
Nicole joined HMS Financial Group in 2016, relocating from Cincinnati, OH to further pursue a career in the financial services industry. Under the sponsorship of Barbara Shapiro, Nicole has been learning the building blocks of financial planning and as of February 2019, she has passed both the Series 7 and Series 66 exams. She is currently accepting new clients.
With Nicole’s unique background in the arts and her creative problem-solving skills, she will be an asset to both seasoned and rookie investors alike.
“My passion is helping people. Money is a very important part of life, and it can be overwhelming and often intimidating to deal with, especially for the unsophisticated investor. At a boutique firm like HMS Financial Group, we are fortunate to be able to really get to know our clients and their goals in order to create individualized plans and portfolios to help meet those goals.”
About Nicole Spoltore
Prior to joining HMS, Nicole worked as an Investment Advisor Representative Support Specialist, managing a team of 60 financial advisors nationwide. Nicole holds a B.A. in Vocal Performance from SUNY Fredonia and a M.M. in Opera Performance from the University of Cincinnati College Conservatory of Music.
Before deciding to focus on the financial services industry, Nicole performed across the U.S. and abroad. She continues to enjoy all genres of music and theatre.
Nicole can be reached at 781-251-2655 or via email firstname.lastname@example.org
Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. HMS Financial Group and Cadaret, Grant & Co., Inc. are separate entities.