Niko P.
Wealth Advisor at Ascentis Wealth Management, A Member of Advisory Services Network LLC
- Role
- Wealth Advisor at Ascentis
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Niko P.
Ascentis Wealth Management is a forward-thinking wealth management firm dedicated to delivering values-based financial planning and institutional-quality investment solutions. At Ascentis, we are committed to empowering individuals and families to navigate complexity and achieve long-term financial confidence through objective, client-first advice.Advisory services offered through Ascentis Wealth Management, a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser.
Experience
Wealth Advisor
Jan 2026 — Present · Dallas, TX, US
Education
Florida Atlantic University
Bachelor’s Degree
2012 — 2015
Lynn University
Master of Business Administration (MBA)
2017 — 2018
Skills
- Email Marketing
- Content Writing
- Customer Service
- Content Strategy
- Public Speaking
- Marketing Strategy
- Event Planning
- Creative Writing
- Email Strategy
- Press Kit Development
- Microsoft Office
- Management
- Project Management
- Brand Loyalty
- Corporate Blogging
- Leadership
- Customer Acquisition
- Powerpoint
- Microsoft Excel
- Social Media Blogging
- Research
- Creative Solutions
- Microsoft Word
- Social Media
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.