Nicole Granakos Green

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 03/2017
  Western Southern Life
  Maitland, FL
• 05/2016 → 03/2017
  W&Amp;S Brokerage Services
  Cincinnati, OH
• 03/2017 → Present
  The Prudential Insurance Company Of America
  Clermont, FL
• 03/2017 → 11/2024
  Pruco Securities, Llc
  Clermont, FL
• 11/2024 → Present
  Lpl Enterprise, Llc
  Clermont, FL

Previous Registrations

• 2021-01-25 → 2024-11-12
  Pruco Securities, Llc.
  Orlando, FL
  Clermont, FL
  Leesburg, FL
  Clermont, FL
  Mascotte, FL

Other Businesses

1) 09/12/2024- Foundational Wealth Planners- DBA for LPL Business (entity for LPL business)- fee based financial advisory, insurance and wealth management- INV Related- Clermont, FL- Start Date 10/01/2021- 180hrs/mth- 180hrs during trading 2) 09/06/2024- Tobacco free Florida AHEC Cessation Program- Speaker/ Seminar/ Workshops- I teach Quit smoking class after business hours- Not INV Related- Clermont, FL- Start Date 03/03/2023- 3hrs/mth- 0hrs during trading 3) 09/06/2024- Florida Notary- I help my client with document that need to be notarized- INV Related- Clermont, FL- Start Date- 04/08/2022- 1hrs/mth- 1hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-05-05
• S65 Uniform Investment Adviser Law Examination
  2020-12-15

Other Names

• Nicole Granakos