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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 Taylor is an Investment Advisor Representative with Morgan Stanley, based in New York, NY. Nikolai has been working in the financial services industry since April 16, 1995. Nikolai's previous firms include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and UBS Financial Services Inc. Nikolai has a wide range of experience in the financial services industry, and is registered in a number of states, including New York, New Jersey, Texas, California, Connecticut, Florida, Maine, Massachusetts, Minnesota, Nevada, North Carolina, Tennessee, and Washington.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
10/03/2022 - Present
Morgan Stanley (New York NY)
NY
01/29/2015 - 10/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/30/2008 - 01/30/2015
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
04/17/1995 - 10/14/2008
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
IA
Issued 01/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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