Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Nikoloudis is a registered investment advisor representative with Transcend Capital Advisors, LLC. Emily is also a registered representative with Purshe Kaplan Sterling Investments, Inc. (PKS). Emily's business is conducted from a non-registered residential location. Emily has been in the industry since July 2010. She is registered in both New Jersey and Florida. Emily focuses on financial planning, pension consulting, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
01/15/2019 - Present
Transcend Capital Advisors, LLC (Short Hills NJ)
NJ
07/28/2010 - 01/21/2019
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
BOTH
Issued 07/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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