Nikki Ward (CRD# 6999207) is an Investment Advisor Representative working at Siler Wealth Management in Longwood, FL and has over 5 years of experience in the finance industry. Nikki Ward has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| International Assets Advisory, LLC | Longwood, FL | Oct 2019 - Current | 4 |
| Siler Wealth Management | Longwood, FL | Aug 2018 - Current | 5 |
| Pardy & Rodriguez | Orlando, FL | Aug 2017 - Oct 2018 | 1 |
| Graffiti Junction | Orlando, FL | Nov 2016 - Jul 2017 | < 1 |
| The Porch | Winter Park, FL | Jul 2016 - Nov 2016 | < 1 |
| Dapper Duck Bar | Orlando, FL | Feb 2016 - Jul 2016 | < 1 |
| Bar Louie | Orlando, FL | Aug 2014 - Mar 2016 | 1 |
| Backstage Bar @ Rosen Plaza | Orlando, FL | Jan 2014 - Jan 2015 | 1 |
| Docksiders | Sanford, FL | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2019 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- FL
-
Total Assets Under Management94MILLIONS
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Total Number of Accounts369ACCOUNTS
-
Average Account Value$255,125
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
FL, GA
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