Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Der is an investment advisor representative for CSP Financial Group LLC in Scottsdale, AZ. Nicholas has been in the financial services industry for over 8 years and has a variety of experience in both the investment and financial advisory fields. Nicholas is a licensed investment advisor representative in Arizona 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Portfolio analysis (mri) services
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.
Co-advisor fees
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2
AZ
04/04/2024 - Present
CSP Financial Group LLC (SCOTTSDALE AZ)
CA
03/25/2017 - 05/05/2017
MML INVESTORS SERVICES, LLC (PASADENA CA)
CA
11/16/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PASADENA CA)
IA
Issued 02/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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