Unclaimed
Nikyta G. Harris is an advisor with over 17 years of experience in the financial services industry. Nikyta is a registered representative with LPL Financial LLC in Fort Mill, SC. Nikyta specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, businesses, and non-profit organizations. Prior to joining LPL, Nikyta was associated with TIAA-CREF Individual & Institutional Services, LLC in Charlotte, NC.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
07/07/2023 - Present
LPL Financial LLC (FORT MILL SC)
SC
10/12/2011 - 06/09/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
04/16/2004 - 09/30/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BC
Issued 05/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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