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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikki? Claim Your ProfileNikki Marie Abbott is a financial advisor with Fidelity Personal and Workplace Advisors. Nikki has been in the financial services industry since October 2005. She specializes in financial planning, portfolio management, and educational seminars. Nikki is also a Certified Financial Planner. Nikki holds Series 7, Series 63, and Series 66 licenses. In addition to her work as a financial advisor, Nikki is a partner in Abbott Company Limited LLC, which leases semi trucks, and is a landlord with Abbott Realty Holdings LLC. She works with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Nikki is registered in 18 states and has been with Fidelity Personal and Workplace Advisors since July 2018.
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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (NASHUA NH)
BOTH
Issued 08/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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