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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nadira? Claim Your ProfileNadira Balkissoon Deery is a financial advisor registered with Creative Planning, with a focus on providing financial planning, pension consulting, and portfolio management services to clients. Nadira Balkissoon Deery is also a Certified Financial Planner. Nadira Balkissoon Deery has over 20 years of experience in the financial services industry and has held positions with several prominent firms, including Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, SunTrust Investment Services, Inc., and Mercer Allied Company, L.P.. Nadira Balkissoon Deery is currently licensed to provide financial services in District of Columbia and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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DC
04/01/2020 - Present
Creative Planning (Washington DC)
DC
10/22/2014 - 11/10/2016
MERCER ALLIED COMPANY, L.P. (WASHINGTON DC)
DC
03/21/2014 - 10/21/2014
SUNTRUST INVESTMENT SERVICES, INC. (WASHINGTON DC)
DC
02/16/2006 - 06/20/2013
FIDELITY BROKERAGE SERVICES LLC (WASHINGTON DC)
TX
10/01/1999 - 11/29/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 10/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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