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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicki? Claim Your ProfileNicki Green is an Investment Advisor Representative at Lido Advisors, LLC. Nicki has a Series 65 license and is a Certified Financial Planner. Nicki has been in the industry since 2011, and has experience working at Morgan Stanley, Vail Resorts, Cascade Financial Management Inc, and Colorado Financial Management. Nicki specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, businesses, and pooled investment vehicles. Nicki has a proven track record of success in helping clients achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
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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2
CO
05/31/2024 - Present
Lido (Boulder CO)
IA
Issued 04/27/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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