
Adam Mongold OCEAN Profile
The OCEAN Profile is a general indicator of five (5) key universal personality dimensions. Winmo subscribers use this assessment to get specific information about Adam Mongold to help determine the best way to interact and engage.
Nicol Investors
Founded in 1981 by President and CEO Kevin G. Nicol, Nicol Financial Services (NFS) philosophy and all that NFS represents is embodied within the mission. Our mission at Nicol Financial Services is to help people achieve and maintain financial independence by educating and assisting them to develop portfolios that would mirror our own given the same goals, objectives, tax bracket, temperament, and investment time horizon. By 2002, Nicol was extremely frustrated by having a spotless regulatory history, but being registered with seven different securities Broker/Dealers. He was also one of the top producers at each firm he was registered. It was mandatory to be with a firm that has a client-driven (mission) as opposed to commission/profit-driven purpose. It has been proven that great profits can be made and a successful career can be accomplished while also serving a clients best interest. Kevin built many great relationships over the years with other well-intending industry colleagues who were experiencing the same issues. The Broker/Dealer, Nicol Investors Corporation or NIC, was incorporated in 2002 and officially operational in January 2003.
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