Unclaimed
Nikola Jurasic is a financial advisor with T. Rowe Price Investment Services, Inc. Nikola has over 17 years of experience in the financial services industry. Nikola holds Series 6, 7 and 63 licenses. Nikola is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Nikola has worked with a variety of clients, including individuals, families, and businesses. Nikola specializes in helping clients achieve their financial goals, including retirement planning, college savings, and estate planning.
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.
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.
1
2
MD
04/12/2022 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
IA
08/16/2019 - 04/01/2022
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CO
03/31/2015 - 06/03/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
12/02/2011 - 03/20/2015
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NY
12/15/2005 - 11/03/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 04/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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