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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 Birger is a financial advisor with Raymond James Financial Services Advisors, Inc. Nicholas has been in the industry for over 2 years and has a strong track record of success. Nicholas is committed to helping clients achieve their financial goals. Nicholas offers a wide range of financial services, including financial planning, investment management, and retirement planning. Nicholas is a Chartered Financial Analyst (CFA). Nicholas has worked for Northwestern Mutual Investment Services, LLC, and Beta Financial Partners before joining Raymond James Financial Services Advisors, Inc. Nicholas has a strong understanding of the financial markets and can help clients navigate the complexities of investing. Nicholas is also a member of the Chapel of Our Saviour Episcopal Church, where Nicholas serves as a Treasurer and Vestry member.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
09/03/2021 - Present
Raymond James Financial Services Advisors, Inc. (Colorado Springs CO)
CO
01/30/2020 - 07/26/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLORADO SPGS CO)
BOTH
Issued 07/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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