Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikola? Claim Your ProfileNikola Stojanovic is a financial advisor at Schwab Wealth Advisory, Inc. Nikola is licensed in 31 states, and has been in the industry since 2014. Nikola has licenses for both securities and investment advising. They hold the Series 7, 63, and 66 licenses. Nikola specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CA
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)
BOTH
Issued 05/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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