Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikolis? Claim Your ProfileNikolis Ford is an Investment Advisor Representative with Connecticut Wealth Management, LLC. Nikolis is licensed to provide investment advice in Connecticut. Nikolis has 1 year of experience in the financial services industry. Nikolis specializes in providing financial advice to individuals and corporations and focuses on investment management, retirement planning and charitable planning. Nikolis is a graduate of Suffield High School.
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.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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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CT
10/23/2023 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
IA
Issued 10/23/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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