Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikosi? Claim Your ProfileNikosi Valik Menzies is a financial advisor at Wells Fargo Clearing Services, LLC, with over 12 years of experience in the financial industry. Nikosi is a registered representative and investment advisor representative, holding Series 6, 7TO, 26 and 63 licenses. Nikosi has previously worked at PFS INVESTMENTS INC. in Virginia. Nikosi specializes in providing investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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.
1
2
MD
11/17/2022 - Present
Wells Fargo Clearing Services, LLC (BETHESDA MD)
VA
01/25/2013 - 10/26/2022
PFS INVESTMENTS INC. (SPRINGFIELD VA)
VA
01/25/2012 - 12/31/2012
PFS INVESTMENTS INC. (STERLING VA)
VA
05/23/2011 - 12/31/2011
PFS INVESTMENTS INC. (STERLING VA)
BC
Issued 07/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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