Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikolas? Claim Your ProfileNikolas Refanidis is a financial advisor with J.P. Morgan Securities LLC. Nikolas has been working in the financial industry since January 16, 2019 and is registered to provide investment advice in California. Nikolas holds the Series 6, Series 63, and SIE licenses. Nikolas has experience working with individuals, high net worth individuals, corporations, and retirement plans. Prior to joining J.P. Morgan, Nikolas worked at NYLIFE Securities LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
08/02/2019 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
12/11/2018 - 06/25/2019
NYLIFE SECURITIES LLC (SAN JOSE CA)
BC
Issued 12/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Nikolas Refanidis is the right advisor for you? Invested Better is here to help.
