Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Gerber is a financial advisor with Cerity Partners LLC. Nicholas has been in the industry for more than 10 years. Nicholas is registered with the state of Texas as an investment advisor representative. Nicholas has previously been affiliated with BD4RIA, Inc., Karsten Financial Services, LP, and SCOTTRADE, INC. Nicholas holds the Series 7, 9, 10, 27, 63, 66 and SIE securities licenses.
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.
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.
Tax services; bill pay
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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2
TX
04/02/2019 - Present
Cerity Partners LLC (FORT WORTH TX)
TX
12/21/2022 - 12/31/2023
ARKADIOS CAPITAL (FORT WORTH TX)
TX
04/19/2018 - 02/17/2023
BD4RIA, INC. (FORT WORTH TX)
TX
08/24/2010 - 03/08/2018
SCOTTRADE, INC. (FORT WORTH TX)
BOTH
Issued 02/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2018
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/28/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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