Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Nikolai is an investment advisor representative at Aspiriant, LLC. Paul is a Certified Financial Planner. Paul is registered as an investment advisor representative in Ohio. Paul's prior experience includes time at WMA Securities, Inc., The O.N. Equity Sales Company, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and The Paul Revere Variable Annuity Insurance Company.
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.
Strategic management for diversified investment portfolios.
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.
1
2
OH
07/10/2012 - Present
Aspiriant, LLC (CINCINNATI OH)
GA
08/28/1997 - 12/31/1999
WMA SECURITIES, INC. (DULUTH GA)
OH
08/03/1994 - 09/02/1997
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IN
02/27/1992 - 08/11/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/27/1992 - 08/11/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/20/1992 - 04/28/1992
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
IA
Issued 06/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Paul Nikolai is the right advisor for you? Invested Better is here to help.
