Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicky? Claim Your ProfileNicky Miller is a financial advisor with over 14 years of experience in the industry. Nicky currently works with LPL Financial LLC and is registered with the state of Wisconsin. Prior to joining LPL Financial LLC, Nicky worked with SII INVESTMENTS, INC., PACKERLAND BROKERAGE SERVICES, INC., and N.I.S. FINANCIAL SERVICES, INC. Nicky has a Series 6 and Series 63 license and a SIE designation. Nicky's specializations include: investment planning, portfolio management for businesses, 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.
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.
Consulting and other non-discretionary advisory services
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.
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WI
02/14/2018 - Present
LPL Financial LLC (BRILLION WI)
WI
07/19/2013 - 02/14/2018
SII INVESTMENTS, INC. (BRILLION WI)
WI
02/23/2006 - 07/19/2013
PACKERLAND BROKERAGE SERVICES, INC. (BRILLION WI)
MO
05/14/2004 - 02/23/2006
N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 02/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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