Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nykia? Claim Your ProfileNykia Wharton is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Nykia is registered with FINRA and has been in the industry since 2001. Nykia is licensed to provide financial advice in 43 states and the District of Columbia, as well as in Texas, where Nkyia is a resident advisor. Nkyia holds the Series 6, 7, 63 and 66 securities licenses and the SIE exam. Nykia Wharton specializes in providing financial planning services, investment consulting services to institutional clients, and portfolio management for businesses and individuals. Nkyia has been associated with Wells Fargo Advisors Financial Network, LLC since 2022. Previously, Nkyia was associated with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Nkyia is also a Certified Running Coach, ACE Certified Group Fitness Instructor, and Yoga Instructor. Nkyia is currently a spring track coach for Montclair Recreation.
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.
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2
NJ
05/16/2022 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NJ
08/08/2006 - 05/12/2022
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
MA
01/31/2005 - 02/22/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/31/2005 - 02/22/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
05/14/2001 - 12/03/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/14/2001 - 12/03/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CO
09/27/2000 - 02/21/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
BOTH
Issued 05/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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