Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikita? Claim Your ProfileNikita Mutalik is an Investment Advisor Representative associated with BBR Partners, LLC. Nikita is registered with the state of New Jersey, New York and Texas. Nikita has been in the industry since 2014. Nikita is currently employed by BBR Partners, LLC. Nikita has a Series 65 license. Nikita has completed the Uniform Investment Adviser Law Examination. Nikita has 1 state exam. Nikita has specialized in providing financial planning and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
09/01/2022 - Present
BBR Partners, LLC (Berkeley Heights NJ)
IA
Issued 04/27/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Nikita Mutalik is the right advisor for you? Invested Better is here to help.
