Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irena? Claim Your ProfileIrena Nikolova is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Irena has been in the securities industry for 8 years. Irena has a Series 6, 7TO, 63 and 65 license and is registered in 18 states. Irena has experience working with a variety of clients, including individuals, corporations, high net worth individuals, insurance companies, pension and profit sharing plans, and charitable organizations. Irena specializes in providing advisory services for businesses and individuals, as well as financial planning, pension consulting, educational seminars, and selection of other advisers.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/05/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
FL
09/25/2015 - 06/04/2024
TRUIST INVESTMENT SERVICES, INC. (CAPE CORAL FL)
IA
Issued 11/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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