Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricci? Claim Your ProfileRicci Angelos Bourikas is a financial professional with over 7 years of experience in the industry. Ricci is currently registered with Northwestern Mutual Investment Services, LLC, and is licensed in 21 states. Previously, Ricci worked at Transamerica Capital, Inc., TIAA-CREF Individual & Institutional Services, LLC and E*TRADE Securities LLC. Ricci is dedicated to providing clients with personalized investment advice and guidance, helping them achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
WI
09/15/2023 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
CO
01/30/2023 - 03/28/2023
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NY
03/08/2022 - 08/04/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
UT
01/21/2015 - 11/15/2021
E*TRADE SECURITIES LLC (SANDY UT)
BC
Issued 02/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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