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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 Doyle is a financial advisor with Cetera Investment Advisers LLC. Nicholas has been in the financial services industry since June 2005 and is registered with FINRA and in 21 states as a Broker and Investment Advisor Representative. Nicholas specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for both businesses and individuals. Nicholas is a CERTIFIED FINANCIAL PLANNER™ professional.
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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2
AZ
06/19/2019 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
06/09/2005 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (PHOENIX AZ)
BOTH
Issued 7/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/7/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/5/2009
Series 24 - General Securities Principal Examination
BC
Issued 8/20/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 7/14/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/3/2007
Series 7 - General Securities Representative Examination
BC
Issued 6/8/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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