Nikki Young, CFP®
Financial Advisor at Northwest Financial Advisors LLC- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Certified Financial Planner (CFP)
CFP Board -
Series 6
FINRA (Financial Industry Regulatory Authority) -
Series 63
FINRA (Financial Industry Regulatory Authority) -
Series 7
FINRA (Financial Industry Regulatory Authority)
Experience
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Northwest Financial Advisors LLC
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Apr 2022 - Present
FINRA Series 6, 63 & 7 held with LPL Financial.The financial consultants at Northwest Financial Advisors are registered representatives with and Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Northwest Financial Advisors, a registered investment advisor and separate entity from LPL Financial. Northwest Federal Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Northwest Financial Advisors, and may also be employees of Northwest Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Northwest Federal Credit Union or Northwest Financial Advisors. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL as to accuracy or completeness.For a list of states in which the financial consultants affiliated with Northwest Financial Advisors are registered to do business, please visit www.nwfllc.com. Show less
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Associate Financial Advisor
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Feb 2021 - Mar 2022
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Client Service Associate
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Oct 2018 - Jan 2021
FINRA Series 6, 63 & 7 held with LPL Financial.
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Client Service Assistant
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Nov 2017 - Sep 2018
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Operations Specialist I
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Apr 2017 - Oct 2017
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PenFed Credit Union
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United States
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Financial Services
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700 & Above Employee
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Lending and Mortgage Advisor
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Mar 2015 - Dec 2016
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Mission Fed Credit Union
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United States
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Banking
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300 - 400 Employee
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Universal Service Representative
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May 2014 - Feb 2015
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Education
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Penn State University
Bachelor of Science (B.S.), Financial Services -
Luzerne County Community College
Associate of Science (A.S.), Business Administration