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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 Gordon is a financial advisor with Berger Financial Group. Nicholas has been a financial advisor since 2011. Nicholas specializes in providing financial planning, portfolio management for individuals and educational seminars. Nicholas is a Certified Financial Planner™ professional. Nicholas is registered in Illinois as an Investment Advisor Representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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IL
02/04/2024 - Present
Berger Financial Group (Springfield IL)
MO
08/29/2011 - 05/19/2015
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 09/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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