Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Chery is a financial advisor with CRC-IB based in San Francisco, California. Nicolas is a Series 7, Series 63, Series 66, Series 79TO, and Series 82TO licensed professional. Nicolas has been in the industry since 2011. Nicolas previously worked for Cohnreznick Capital in New York, New York.
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.
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.
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2
CA
11/17/2022 - Present
CRC-IB (San Francisco CA)
NY
09/12/2018 - 02/04/2020
COHNREZNICK CAPITAL (NEW YORK NY)
NY
04/15/2011 - 12/06/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
01/29/2010 - 03/18/2011
CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)
NY
11/19/2008 - 03/19/2009
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 10/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/13/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/17/2022
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/04/2018
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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