Niki’s breadth of understanding in the financial industry contributes to our group’s outstanding service. As the branch service manager for our entire office, she is Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law) licensed. Niki is responsible for the operational activities, and also handles complex matters such as working with the client’s CPA to distribute legacy assets, paying special attention to stepped up cost basis, comprehensive reporting, and proper titling. Niki graduated magna cum laude with a major in communications and minors in marketing and philosophy from Loyola University Chicago. She lives with her husband and two daughters in the western suburbs.
Niki’s breadth of understanding in the financial industry contributes to our group’s outstanding service. As the branch service manager for our entire office, she is Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law) licensed. Niki is responsible for the operational activities, and also handles complex matters such as working with the client’s CPA to distribute legacy assets, paying special attention to stepped up cost basis, comprehensive reporting, and proper titling. Niki graduated magna cum laude with a major in communications and minors in marketing and philosophy from Loyola University Chicago. She lives with her husband and two daughters in the western suburbs.