Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Deery is an investment advisor representative with Promus Advisors in Dallas, TX. Nicholas is a Series 65 licensed investment advisor representative. Nicholas has been in the industry for 1 year and 1 month. Nicholas has also passed the Securities Industry Essentials Examination (SIE). Nicholas has been with Promus Advisors since July 2023. Previously Nicholas worked for Stilly's Daq Shack LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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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TX
07/10/2024 - Present
Promus Advisors (DALLAS TX)
IA
Issued 07/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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