Deep Enrich
Niko Fraser, CFP®
Financial Advisor
3000 followers
Charlotte Metro
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About me
Financial Advisor, Senior Vice President - Investment Officer at Wells Fargo Advisors
Education
College for Financial Planning
-CFP®, Certified Financial PlanningElon University
-Bachelor of Arts (B.A.)Activities and Societies: Elon Varsity Baseball Team Captain, Four-Year Letterwinner, Two-time Southern Conference Champion, Student-Athlete Advisory Committee (SAAC), Carufe Family Scholarship Recepient, Campus Outreach, Southern Conference All-Academic Team
The Bolles School
-Captain of State Championship Team (Baseball)
Kingdom Advisors
2020 - 2021Certified Kingdom Advisors Financial PlanningActivities and Societies: Completed the CKA curriculum
Experience
Brown Fraser Wealth Management of Wells Fargo Advisors
Jan 2013 - nowFinancial Advisor
Licenses & Certifications
CERTIFIED FINANCIAL PLANNER® Professional
CFP BoardJan 2016Life and Health Insurance
North Carolina Department of InsuranceJan 2014Medicare Supplement/Long Term Care
North Carolina Department of InsuranceJan 2014Essentials of Investment Consulting
Investment Management Consultants AssociationJan 2013Series 66
Financial Industry Regulatory Authority (FINRA)Jan 2013Series 7
Financial Industry Regulatory Authority (FINRA)Jan 2013
Volunteer Experience
Finance Committee Member
Issued by Warehouse 242 on Jun 2024Associated with Niko Fraser, CFP®Assistant Trail Coordinator
Issued by Tarheal Trailblazers on Feb 2020Associated with Niko Fraser, CFP®Bike Mechanic
Issued by The Recyclery of Trips for Kids Charlotte on Sept 2018Associated with Niko Fraser, CFP®
Languages
- spSpanish
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