Unclaimed
Nickola Ann Whittle is a Registered Investment Advisor and has been in the industry since December 1996. Nickola is currently registered with Elliott Cove Capital Management in Seattle, Washington and is also registered with the state of Washington. Nickola specializes in providing investment advice to individuals and businesses. Nickola's previous experience includes a role at Jefferson Pilot Securities Corporation in Fort Wayne, Indiana. Nickola holds a Series 6, Series 63 and Series 65 license. In addition to her work as an investment advisor, Nickola is the owner of a bookkeeping and computer assistance business, Pacific Alliance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
WA
09/11/2015 - Present
Elliott Cove Capital Management (SEATTLE WA)
IN
12/09/1996 - 05/21/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 09/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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