Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikko? Claim Your ProfileNikko Richardson is a financial advisor with over five years of experience in the financial services industry. Nikko is currently registered with Fidelity Personal And Workplace Advisors in Boca Raton, FL. Prior to joining Fidelity Personal And Workplace Advisors, Nikko was registered with PNC Investments and Morgan Stanley. Nikko is also a registered investment advisor in Florida and Texas. Nikko holds the Series 7 and 66 licenses. Nikko specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Nikko has a strong commitment to 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.
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
FL
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (BOCA RATON FL)
FL
01/22/2020 - 06/11/2021
PNC INVESTMENTS (DELRAY BEACH FL)
FL
11/20/2018 - 01/14/2020
MORGAN STANLEY (ST. PETERSBURG FL)
MO
03/29/2018 - 06/11/2018
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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