Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Niki? Claim Your ProfileNiki Waters Erb is an Investment Advisor Representative registered with Insight Folios and has been in the industry since July 2020. Niki has earned a Series 65 license, the Uniform Investment Adviser Law Examination, and has been registered with the states of North Carolina and Texas. Niki is based out of Charlotte, NC and focuses on financial planning, pension consulting, 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.
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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NC
11/15/2023 - Present
Insight Folios (CHARLOTTE NC)
IA
Issued 06/24/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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