Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikhil? Claim Your ProfileNikhil C Modi is a registered investment advisor representative with Next Financial Group, Inc. located in Stafford, Texas. Nikhil Modi has been in the financial services industry for over 30 years, with registration beginning in November 1992. Nikhil Modi is licensed to offer securities and investment advisory services in multiple states. Prior to joining Next Financial Group, Inc., Nikhil Modi worked for Ameriprise Financial Services, Inc. and IDS Life Insurance Company.
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.
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.
Seminar/workshop attendance fees
1
2
TX
10/12/2009 - Present
Next Financial Group, Inc. (STAFFORD TX)
TX
11/03/1992 - 09/09/2009
AMERIPRISE FINANCIAL SERVICES, INC. (STAFFORD TX)
MN
11/03/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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