Nicole “Niko” Yates joined Eley-Graham in 2015 as an assistant. Shortly thereafter, she earned her licenses and became a registered Financial Advisor in 2016. Niko assists clients with their financial and retirement planning needs, regardless of their age, investment experience or net worth. She has a passion for helping younger investors and those just getting started. Niko hopes to educate others about the importance of financial literacy while encouraging them to live a financially healthy lifestyle.
Niko is committed to not only helping others, but also making a positive impact on the world. She can help you explore Environmental and Social Governance (ESG) and Impact Investing -- an investment option with a focus on the greater good of society.
As a founding member of former broker dealer FSC Securities’ NextGen Council, Niko worked as an advocate for Next Generation investors and advisors. She also helped FSC Securities Corporation in improving NextGen client experiences.
Niko has three young children and one of her greatest joys is spending time with them and watching them grow. Niko and her family love to swim, go to the beach, and go camping in the summertime. Niko enjoys dancing and traveling and hopes to one day travel internationally.
- Securities Licenses Held: Series 7, Series 66
- Insurance: Life, Health, and Annuity