Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Zahn is a financial advisor registered with Cetera Investment Advisers LLC. Nicholas has been working in the financial services industry since 2018. Nicholas is registered with the state of California as both a broker-dealer and an investment advisor. Nicholas also has experience in managing office procedures, and has worked with individuals, corporations, and charities. Nicholas has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service.
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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CA
06/19/2020 - Present
Cetera Investment Advisers LLC (LONG BEACH CA)
IA
Issued 6/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/9/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/8/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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