Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikesh? Claim Your ProfileNikesh Parikh is a financial professional with over 15 years of experience in the industry. Nikesh has a wide range of experience and credentials, including a Series 7, Series 6, and Series 66 license, as well as the SIE exam. Nikesh is also a Certified Financial Planner and Chartered Financial Consultant. Nikesh is currently registered with Eagle Strategies LLC, and has been associated with New York Life Insurance Company and NYLIFE Securities LLC. Nikesh offers a variety of financial services, including financial planning, portfolio management, and insurance products. Nikesh serves a variety of clients, including high net worth individuals, corporations, and charitable organizations. Nikesh is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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
CA
03/22/2019 - Present
Eagle Strategies LLC (IRVINE CA)
BOTH
Issued 8/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/7/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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