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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Daniel Deering is a financial advisor at Cetera Investment Advisers LLC. Nicholas has been in the financial services industry since 2008. Nicholas has a Series 7, Series 66 and SIE licenses. Nicholas is a Certified Financial Planner. Nicholas has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Nicholas specializes in providing financial planning, investment management, and retirement planning services. Nicholas also provides services to clients in the areas of education, insurance, and estate planning.
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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WI
08/17/2017 - Present
Cetera Investment Advisers LLC (SHEBOYGAN WI)
WI
08/13/2014 - 08/03/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (SHEBOYGAN WI)
WI
01/25/2013 - 08/14/2014
FINANCIAL TELESIS INC (SHEBOYGAN WI)
WI
10/19/2009 - 02/19/2013
PRINCOR FINANCIAL SERVICES CORPORATION (SHEBOYGAN WI)
WI
10/01/2009 - 10/27/2009
LPL FINANCIAL CORPORATION (SHEBOYGAN WI)
WI
07/18/2008 - 07/30/2009
WADDELL & REED, INC. (WAUKESHA WI)
WI
04/24/2008 - 06/17/2008
AMERIPRISE FINANCIAL SERVICES, INC. (BROOKFIELD WI)
BOTH
Issued 5/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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