Nicole Marie Amore

Current Employers

Employment History

• 04/2016 → 09/2018
  Morgan Stanley
  Chicago, IL
• 09/2018 → 01/2023
  E*Trade Securities Llc
  Chicago, IL
• 09/2018 → 01/2023
  E*Trade Capital Management Llc
  Chicago, IL
• 01/2023 → 02/2025
  Falcon Wealth Planning, Inc.
  Chicago, IL
• 02/2025 → Present
  Parallel Advisors, Llc
  Wood Dale, IL

Previous Registrations

• 2023-01-11 → 2025-03-26
  Falcon Wealth Planning, Inc.
  Oakbrook Terrace, IL
  Ontario, CA
  Oakbrook Terrace, IL
• 2018-09-10 → 2023-01-17
  Harrisdirect Llc
  Chicago, IL
  Arlington, VA
  Chicago, IL
• 2016-08-23 → 2018-09-06
  Morgan Stanley
  Oak Brook, IL

Other Businesses

1) Harper College; not investment-related; 1200 W Algonquin Rd, Palatine, IL 60067; education; Adjunct Professor of Finance; started 10/2022; approximately 4 hours per month, zero hours during securities trading hours; teaching finance course. 2) UCLA Extension; not investment-related; 405 Hilgard Avenue, Los Angeles, CA 90095; education; Adjunct Professor of Finance; started 11/2022; approximately 4 hours per month, zero hours during securities trading hours; teaching CFP course, insurance planning. 3) New York University; not investment-related; 7 East 12th Street, New York, NY 10003; education; Adjunct Professor of Finance; started 01/2024; approximately 4 hours per month, zero hours during securities trading hours; teaching CFP course, estate and tax planning. 4) John Carroll University; not investment-related; 1 John Carroll Blvd, University Heights, OH 44118; education; Adjunct Professor of Finance; started 01/2024; approximately 4 hours per month, zero hours during securities trading hours; teaching CFP course, psychology of financial planning.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-23

Designations

Other Names

• Nicole Amore
• Nicky Amore