Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikola? Claim Your ProfileNikola Mandic is a registered representative of Charles Schwab & CO., Inc. Nikola has been in the industry since February 20, 2020. Nikola holds the Series 66, Series 7TO and SIE licenses. Nikola is registered with the state of Indiana. Nikola is also registered as an investment advisor representative with the state of Indiana. Nikola has specialized in portfolio management for individuals and financial planning. Nikola has experience working with high-net-worth individuals and individuals other than high-net-worth.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
05/21/2020 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
BOTH
Issued 05/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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