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Delta Community Retirement & Investment Services
Nickie Maia, AIF®, CFP®
LPL Associate Advisor
Specialties: Comprehensive Financial Planning, Financial Education, Investment Planning, Risk Management, Income and Investment Tax Planning, Wealth Management
Nickie Maia has been serving the members of Delta Community Credit Union for nearly a decade. As an advisor, she partners with clients to strategize and plan a path towards financial wellbeing, whatever that means to them. Nickie embodies diversity and inclusion—understanding that every client has a unique perspective that should be held in the highest positive regard especially when it comes to their resources. She promises every client she works with education and knowledge so they feel empowered and confident in the financial decision-making process.
While Nickie helps clients from all walks of life, she specializes in helping women who do not feel like they have a seat in the financial world—empowering them to know that they, indeed, have a place at the head of the table. She does this through removing unnecessary financial jargon to simplify complex topics into actionable steps. Nickie holds a judgment free space for her client’s own self-discovery where they can build lasting confidence and financial independence.
Nickie is an Indian woman, originally from Trinidad. She and her husband have a love for traveling and experiencing new cultures. Cooking delicious food is a passion she holds dear as she believes it is through food that we celebrate the uniqueness of different cultures, and each other.
Connect with Nickie on LinkedIn®
Education:
- Bachelor of Business Administration, Southern New Hampshire University
Certifications | Licenses:
- FINRA® SIE, Series 7, Series 66, Series 24 held through LPL Financial
- Accredited Investment Fiduciary® marks
- CERTIFIED FINANCIAL PLANNER™ professional*
Locations Served:
- Available virtually via phone and Microsoft Teams
*Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP ® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
LPL Financial
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states.
Securities and insurance offered through LPL or its affiliates are:
