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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikila? Claim Your ProfileNikila Violet grace Okorowo is a financial advisor currently registered with Ameriprise Financial Services, LLC. Nikila has been in the financial industry since 2009 and has held previous positions with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MORGAN STANLEY DW INC. Nikila is licensed to provide financial advice in Florida and is active in both the broker-dealer and investment advisor arenas. Nikila holds the Series 63, 65, 66 and 7 licenses, as well as the SIE. Nikila provides asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MN
11/10/2016 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
FL
12/11/2006 - 07/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
03/09/2005 - 10/27/2006
MORGAN STANLEY DW INC. (ORLANDO FL)
IA
Issued 05/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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