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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 Ferguson Kaiser is a registered investment advisor representative with Saturna Capital Corp. in Bellingham, WA. Nicholas has been in the industry for over 40 years and has experience in providing financial planning, pension consulting, and portfolio management for individuals, investment companies, and pooled investment vehicles. Nicholas has held previous roles with Saturna Brokerage Services, Inc, Saturna Capital Corporation, and Unified Management Corporation.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
03/01/1990 - Present
Saturna Capital Corp. (BELLINGHAM WA)
WA
02/04/1991 - 06/05/2024
SATURNA BROKERAGE SERVICES, INC (BELLINGHAM WA)
NA
02/26/1990 - 11/02/1990
SATURNA CAPITAL CORPORATION
NA
05/01/1979 - 07/03/1989
UNIFIED MANAGEMENT CORPORATION
IA
Issued 01/31/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/1984
Series 4 - Registered Options Principal Examination
BC
Issued 08/20/1979
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 04/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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