Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Bair is a financial professional with over 15 years of experience in the financial services industry. Nicholas is a Certified Financial Planner and a Chartered Financial Consultant. Nicholas is currently registered with Cetera Investment Advisers LLC and has previously been registered with J.P. Morgan Securities LLC and Chase Investment Services Corp. Nicholas provides a wide range of financial services to individuals, families, and businesses, including financial planning, investment management, and retirement planning. Nicholas is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
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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AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SURPRISE AZ)
AZ
10/01/2012 - 11/18/2023
J.P. MORGAN SECURITIES LLC (SURPRISE AZ)
AZ
10/08/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
IA
Issued 3/2/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/9/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/7/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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