Raelene A. Nickerson

Raelene A. Nickerson

Financial Advisor

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Phone: 216-741-3113
Fax: 216-741-3551
Mobile Phone: 330-808-4749
E-mail:
 

Licensed Territories: MD, OH

Mission Statement:

I want to play a central role in helping you achieve your life goals. I understand the important role a financial representative plays in helping individuals and families achieve their life goals. I can help you create a financial plan, a personalized "roadmap" that can help you solve your financial problems and achieve your short and long-term financial goals. I will work one-on-one with you to understand your current financial situation and your financial goals. I will then design and help you implement a financial plan that is customized to your needs.

 

Personal & Professional Qualifications:

I attended Kent State University and earned a Bachelor in Business Administration. I hold FINRA Series 6, 7, 63, and 65 securities registrations and life and health insurance licenses.

 

Company History:

With 50 years of industry leadership and specialized expertise in investment strategies, the Lincoln Investment Companies, as broker/dealer and registered investment adviser, along with Capital Analysts and Legend Advisory, registered investment advisers, have enabled financial advisors to provide their clients with a lifetime of financial services. 

Lincoln Investment has made retirement planning its specialty, focusing in particular on the needs of educators and employees of non-profit organizations. Although our specialty is in the field of retirement planning, our experience has taught us that effective retirement planning encompasses careful life-stage planning as well. We have learned that every decision our clients make prior to retirement directly impacts the quality of that retirement. For this reason, we believe that no decision is inconsequential, and no question should remain unanswered.

To learn more about how I can help you achieve your financial goals call 330-808-4749 or 800-417-9099 ext. 118 or email rnickerson@legendequities.com. Please visit our website at www.lincolninvestment.com.

 

Specialty Services:

As your professional partner, I can provide:

  • Lifetime Needs Analysis
  • I develop long-term working relationships with clients, providing financial solutions as they progress through their careers on into retirement. As you approach retirement, I will provide retirement estimates and counseling to help you maximize your benefits and flexibility.
  • Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals
  • I take pride in listening to my clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, I will be there to help.
  • Objective Investment and Risk Management Advice
  • This client-centered approach to investment planning can help you assemble a diversified portfolio* including insurance and risk management strategies designed to help meet your unique needs.
  • Personalized Financial Planning
  • Retirement Planning
    • 403(b), 457(b) and 401(k) Plans
    • Roth IRA, Traditional IRA
    • SIMPLE IRA, SEP IRA, 401(k)
    • Lump Sum Rollover Consultations
  • Investments
    • Mutual Funds
    • Annuities (fixed and variable)
    • Stocks and Bonds
  • Customized Retirement Counseling
  • Education Planning
    • 529 College Savings Plan
    • Coverdell Education Savings Account
    • UGMA/UTMA
  • Insurance
    • Life
    • Long-Term Care
  • Asset Management Services