Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikita? Claim Your ProfileNikita Winona West is a financial advisor with Fidelity Personal and Workplace Advisors. Nikita has been in the financial services industry since July 2010. Nikita has a Series 7, Series 6, and Series 66 license. Nikita specializes in providing financial planning services to individuals, corporations and pension plans. Nikita previously worked at Wells Fargo Clearing Services, LLC. Nikita is registered to provide investment advice in 53 states and the District of Columbia. Nikita holds a Bachelor of Arts degree in Economics from Concordia College.
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.
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.
1
2
FL
09/16/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
NY
08/28/2019 - 07/22/2021
WELLS FARGO CLEARING SERVICES, LLC (WAPPINGERS FALLS NY)
NY
02/08/2013 - 05/20/2019
WELLS FARGO CLEARING SERVICES, LLC (ARDSLEY NY)
NY
10/01/2012 - 01/18/2013
J.P. MORGAN SECURITIES LLC (NEW ROCHELLE NY)
NY
01/28/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW ROCHELLE NY)
BOTH
Issued 12/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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