Nicole Veni
Wealth Management
- Role
- Financial Advisor at Prudential Financial
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Nicole Veni
Nicole Veni is a trusted client advisor who fuels competitive advantage by pushing boundaries of conventional thinking. Proactively builds client pipeline and product portfolios by preparing for market shifts and disruptions. She develops and executes team-wide client acquisition strategies that drive revenue growth, control costs, and improve client performance. Known as an approachable and inclusive global team member. Nicole’s investment practice focuses on working to recommend financial planning strategies and retirement strategies for wealthy individuals. Her approach to providing financial guidance is holistic. She seeks to learn as much as possible about prospective clients, their finances, their families and other responsibilities and the changes that they expect to occur in their lives. She considers it vital to understand their personal, professional, and philanthropic interests. In addition, because she understands that most high-net-worth individuals have more than one Financial Advisor, she seeks to learn the other advisors’ strategies to help prevent gaps and concentration risks in each investor’s strategy. Her goal is to create as problem-free a client experience as possible, as well as to address potential problems quickly and with complete information.General Securities Representative -(Series 7) Uniform Securities Agent State Law Examination -(Series 63) Uniform Combined State Law Examination -(Series 66) I am licensed in the following states: NY, NJ, CT. Any information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.
Experience
Financial Advisor
Mar 2024 — Present · New York, NY, US
Education
Saint Francis College NY
Bachelor of Science (B.S.), Accounting and Finance
University of National & World Economics
B.S., Economics
University of Sofia
Master of Business Administration (M.B.A.), Strategic Management
Skills
- Retirement Plan Consulting
- Retirement Savings
- Securities
- Investment Strategies
- Fixed Income Strategies
- Estate Investment Strategies
- Tax-Efficient Strategies
- Asset Allocatation
- Wealth-Preservation Strategies
- Risk Management Strategies
- 401k Rollovers
- Financial Services
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