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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikolai? Claim Your ProfileNikolai Papa is a financial advisor with over 13 years of experience in the industry. Nikolai is currently registered with Osaic Wealth, Inc. as a Registered Representative and Investment Advisor Representative. Nikolai has been a Registered Representative and Investment Advisor Representative for firms like Woodbury Financial Services, Inc., Securian Financial Services, Inc., MetLife Securities Inc., and New England Securities. Nikolai is a Series 6, 7, 63, and 65 licensed professional. Nikolai is also a part-time instructor teaching retirement planning courses at Diablo Valley College and City College of San Francisco. Nikolai specializes in providing financial planning and investment advice to individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals.
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.
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
CA
05/13/2024 - Present
Osaic Wealth, Inc. (SAN RAMON CA)
CA
06/14/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
02/10/2015 - 06/18/2019
SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)
CA
01/02/2015 - 02/20/2015
METLIFE SECURITIES INC. (SAN RAMON CA)
CA
12/08/2010 - 01/02/2015
NEW ENGLAND SECURITIES (SAN RAMON CA)
IA
Issued 07/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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