Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikolas? Claim Your ProfileNikolas Okita has been in the financial services industry since March 16, 2008 and is currently registered with Ameriprise Financial Services, LLC. Nikolas is registered in 30 states and has Series 7, 31, and 66 licenses, as well as the SIE exam. Nikolas is a co-owner of a business that is unrelated to investment activities, as well as a customer and distributor of Enagic Japanese alkalinic water purification systems. Nikolas is also registered as an investment advisor representative in Texas. Before joining Ameriprise Financial Services, LLC, Nikolas was previously employed by MORGAN STANLEY & CO. INCORPORATED. Nikolas' specializations include asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and 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.
Asset allocation services
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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CA
11/02/2009 - Present
Ameriprise Financial Services, LLC (IRVINE CA)
CA
01/25/2008 - 12/06/2008
MORGAN STANLEY & CO. INCORPORATED (LOS ANGELES CA)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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