Nicole Letarte, CRPC®, AAMS®
Financial Planner at Modern Wealth Design- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Accredited Asset Management Specialist, AAMS®
College for Financial PlanningJun, 2020- Nov, 2024 -
2019 Apprentice of Now - Western Region
Lincoln Financial GroupFeb, 2020- Nov, 2024 -
Chartered Retirement Planning Counselor, CRPC®
College for Financial PlanningApr, 2019- Nov, 2024 -
2017 Rookie of the Year
Lincoln Financial GroupMar, 2017- Nov, 2024 -
North American Securities Administrators Association - Series 66
FINRA (Financial Industry Regulatory Authority)Jan, 2017- Nov, 2024 -
General Securities Representative - Series 7
FINRA (Financial Industry Regulatory Authority)Nov, 2016- Nov, 2024 -
California Life and Health Insurance License
California Department of InsuranceMay, 2016- Nov, 2024
Experience
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Modern Wealth Design
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner
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Mar 2017 - Present
Modern Wealth Design 134 S. Glassell St. Suite L Orange, CA 92866 Direct Line: (714) 592-7859 Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWC). Modern Wealth Design and JWC/JWCA are unaffiliated entities. CA Insurance License #0K89549 Offering securities to residents of CA, UT, TX, MD, AZ, IN, NV, FL, OR, KY, and ID. Modern Wealth Design 134 S. Glassell St. Suite L Orange, CA 92866 Direct Line: (714) 592-7859 Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWC). Modern Wealth Design and JWC/JWCA are unaffiliated entities. CA Insurance License #0K89549 Offering securities to residents of CA, UT, TX, MD, AZ, IN, NV, FL, OR, KY, and ID.
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Lincoln Financial Group
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United States
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Financial Services
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700 & Above Employee
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Paraplanner
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Jun 2015 - Mar 2017
- Supports up to 35 financial advisors in our Northern California or Southern California regions - Prepares Morningstar reports, retirement income plans, investment illustrations, financial condition models, as well as other reports as requested by our financial advisors. - Setting appointments with existing Lincoln clients and managing meeting logistics - Completing marketing projects for individual financial advisors - Running financial planning, retirement, and investment illustrations for client meetings - Assisting with preparations for client events such as seminars, benefit fairs, or client appreciation events 18400 Von Karman Ave, Suite 550 Irvine, CA, 92612 Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Show less
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California State University, Fullerton
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United States
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Higher Education
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700 & Above Employee
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Office Representative
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Sep 2014 - Jun 2016
- Primary contact for visitors. - Collected, stored, and updated student data using Microsoft Excel. - Answered phone calls and responded to emails promptly. - Set up appointments for students using Microsoft Outlook. - Sent daily reminders to students regarding their appointments. - Processed paperwork; scanned, filed, and faxed documents. - Provided support to director, tutors, students, and faculty. - Interacted with students on a daily basis. - Primary contact for visitors. - Collected, stored, and updated student data using Microsoft Excel. - Answered phone calls and responded to emails promptly. - Set up appointments for students using Microsoft Outlook. - Sent daily reminders to students regarding their appointments. - Processed paperwork; scanned, filed, and faxed documents. - Provided support to director, tutors, students, and faculty. - Interacted with students on a daily basis.
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Daily Titan
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United States
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Book and Periodical Publishing
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1 - 100 Employee
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Account Executive Intern
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Jul 2014 - Sep 2014
- Promoted advertising options to businesses throughout Southern California for our newspaper. - Gave prospective clients presentations over the phone and in person. - Provided pricing and artwork upon request. - Emailed, called and responded to clients promptly. - Cold called and followed up with clients to close sales. - Scheduled appointments to meet with clients. - Met and exceeded all sales goals consistently. - Organized documents; scanned, faxed, and filed invoices, contracts, etc. - Attended weekly team meetings to discuss progress. Show less
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California State University, Fullerton
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United States
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Higher Education
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700 & Above Employee
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Community Programmer
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Aug 2013 - May 2014
- Planned, advertised, and organized events for CSUF's Housing and Residence Life. - Worked part of a team to host events for 1900+ residents throughout the week. - Networked to students by interacting with them in person and telling them about the events. - Promoted events to students by creating calendars and newsletters about the programs. - Updated various Social Media pages on a weekly basis. - Designed fliers and posters for events using Microsoft Word and Photoshop. - Set up and cleaned up before and after events. Show less
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Education
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2012 - 2016
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Arts - BA, Financial Planning and Services
Community
