Nichole D. Raftopoulos
CEO, Nvest Financial, LLC
- Role
- Board of Director at Kennebunk Savings
- Location
- Portsmouth, NH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Nichole D. Raftopoulos
As founder and CEO of Nvest Financial, LLC, my job is to make sure our clients are being…
Experience
Board of Director
Jul 2024 — Present
Education
D'Amore-McKim School of Business at Northeastern University
Financial Planning
2000 — 2001
College for Financial Planning
MS, Financial Planning
2003 — 2005
University of Southern Maine - School of Business
BA, Economics
1989 — 1995
Skills
- Investment Strategies
- Alternative Investments
- Series 7
- Financial Services
- Estate Planning
- Fixed Annuities
- Financial Advisory
- Small Business
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Investments
- Insurance
- Retirement
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Finra
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