Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nik? Claim Your ProfileNik Harmon Powell is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. based in Portland, OR. Nik has been in the industry since 2004. Nik is also associated with OnPoint Community Credit Union in Portland, OR and has been there since 2014. Nik has been registered with the state of Oregon since 2014. Nik Harmon Powell is licensed to offer financial advice in Oregon, Texas, California, Arizona, Washington, Nevada, Hawaii, Minnesota, District of Columbia, Pennsylvania, and Maine. Nik previously worked at CUSO Financial Services, L.P., Leader Capital Corp., Thrivent Investment Management Inc., Waddell & Reed, Inc., Foresters Equity Services, Inc., and Farmers Financial Solutions, LLC. Nik's areas of expertise include Financial Planning, Pension Consulting, and Portfolio Management. Nik has a Series 6, 7, 63, and 66 license and the SIE exam.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
07/05/2023 - Present
Raymond James Financial Services Advisors, Inc. (PORTLAND OR)
OR
03/19/2008 - 10/20/2014
CUSO FINANCIAL SERVICES, L.P. (BEND OR)
OR
01/03/2008 - 03/10/2008
LEADER CAPITAL CORP. (PORTLAND OR)
WA
09/18/2007 - 01/10/2008
THRIVENT INVESTMENT MANAGEMENT INC. (VANCOUVER WA)
OR
08/03/2007 - 09/13/2007
WADDELL & REED, INC. (PORTLAND OR)
OR
12/14/2004 - 04/07/2006
FORESTERS EQUITY SERVICES, INC. (LAKE OSWEGO OR)
CA
06/29/2004 - 12/31/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 5/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 6/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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