Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikki? Claim Your ProfileNikki Lude is a financial advisor at Commonwealth Financial Services, a firm registered with the Securities and Exchange Commission. Nikki is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Nikki has been in the financial services industry since 2005. Prior to joining Commonwealth Financial Services, Nikki was a registered representative with Securities America, Inc. and LPL Financial, LLC. Nikki has a strong track record of providing financial advice to individuals, families, and businesses. Nikki specializes in retirement planning, investment management, and insurance.
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.
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.
Lending services and financial institution consulting 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.
A percentage of the total value of assets under management is charged.
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2
OH
04/11/2023 - Present
Commonwealth Financial Services (Woodsfield OH)
OH
08/01/2019 - 04/10/2023
SECURITIES AMERICA, INC. (WOODSFIELD OH)
OH
07/22/2005 - 08/16/2019
LPL FINANCIAL LLC (WOODSFIELD OH)
FL
05/16/2005 - 07/26/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 03/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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