Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikki? Claim Your ProfileNikki Chaloux is a financial advisor with over 5 years of experience in the financial services industry. Nikki holds licenses in both securities and insurance and has passed several industry exams. Nikki is currently registered with Cuso Financial Services, LP and holds a Series 66, Series 7TO and a Series 6 registration. Nikki provides a variety of financial services including financial planning, portfolio management, and selection of other advisors. Nikki has a proven track record of success in helping clients achieve their financial goals.
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.
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2
VT
01/01/2025 - Present
Cuso Financial Services, LP (South Burlington VT)
NH
10/05/2021 - 06/29/2023
VALIC FINANCIAL ADVISORS, INC. (NASHUA NH)
VT
01/09/2018 - 10/08/2021
NYLIFE SECURITIES LLC (ST ALBANS VT)
BOTH
Issued 10/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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