NR
CFP
NR
CFP

Nichole Raftopoulos

30 Years of Experience
Portsmouth, NH
BrokerSells Insurance

Nichole Raftopoulos is a CFP-designated registered investment advisor, based in Portsmouth, NH, with 30 years of industry experience.

Location

Two International Drive, Suite 110, Portsmouth, NH, 03801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Nichole is involved in several outside business activities, including fixed insurance sales, managing a holding company for commercial condominiums, singing in an orchestra, and serving as president of a non-profit. She also co-owns a securities marketing company and serves on the board of directors for Kennebunk Savings Bank.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2025 - Present · 9 mos
Nvest Financial, LLC
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
Commonwealth Financial NetworkBroker
June 2003 - July 2025 · 22 yrs 1 mo
Commonwealth Financial Network
June 2003 - February 2022 · 18 yrs 8 mos
Edward JonesBroker
January 1999 - June 2003 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1996 - January 1999 · 2 yrs 11 mos
State Registrations20 states
CACTDCFLGAILMAMDMEMINCNHNYORPARISCTXVTWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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