Years of Experience
5-20+ Years
SAN DIEGO, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Remer is a financial advisor who has been working in the industry since December 2015. Nicholas currently works for Cetera Investment Advisers LLC in San Diego, California. Nicholas has Series 6, 7, and 66 registrations. Nicholas also holds the Certified Financial Planner designation and is licensed in 15 states.
SPECIALIZATIONS
SAN DIEGO, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Anger is an investment advisor representative with LPL Financial LLC. Nicholas has been in the industry since January 30, 2005. Nicholas holds the Series 7 and Series 66 securities licenses. Nicholas was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, Connecticut. Nicholas is registered to provide securities and investment advisory services in 40 states.
SPECIALIZATIONS
SAN FRANCISCO, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Lombardo is a financial professional with RBC Capital Markets, LLC in SAN FRANCISCO, CA. Nicholas has been in the industry since 2022 and has experience with First Republic Securities Company, LLC. Nicholas holds Series 7TO and Series 66 licenses. Nicholas has been registered with FINRA since 2023 and is also registered in 32 states.
SPECIALIZATIONS
SAN DIEGO, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Sanchez is a financial advisor with Equitable Advisors, LLC, a firm headquartered in New York, NY. Nicholas has been in the financial services industry since 2015. Nicholas holds licenses in Arizona, California, Indiana, and New Mexico. Nicholas focuses on providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
SPECIALIZATIONS
San Diego, CA
16 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Bialecki is a financial advisor at Citigroup Global Markets Inc. Nicholas has been a registered representative for over 14 years. Nicholas has worked in the financial services industry since March 2009. The advisor has passed the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. Nicholas holds securities licenses for Series 66, Series 7, and SIE. Nicholas specializes in Asset Allocation Advice, Financial Planning, Pension Consulting, Selection of Other Advisers, and Portfolio Management for Businesses and Individuals.
SPECIALIZATIONS
Woodland Hills, CA
0 Disclosures
ADVISOR BIO
Nicholas Rose is a financial advisor with Pure Financial Advisors, LLC. Nicholas has been in the financial services industry since 2011. Nicholas is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, and Series 66 licenses. Nicholas provides financial planning services to individuals, families, and businesses. Nicholas specializes in retirement planning, college savings, and investment management.
SPECIALIZATIONS
El Segundo, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Heidemann is a financial advisor who is registered in 40 states and has been in the industry since 2022. Nicholas is currently employed with Morgan Stanley in El Segundo, California and has a Series 7TO, SIE, and Series 66 license. Nicholas also owns rental property in Ontario, Canada.
SPECIALIZATIONS
ANAHEIM, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Sliemers is an investment advisor representative for Osaic Wealth, Inc. Nicholas has been in the financial services industry since 2006. Nicholas is registered with the state of California and Texas. Nicholas earned the Certified Financial Planner designation and holds Series 6, 7, 63, 65, and SIE licenses. Nicholas specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
SPECIALIZATIONS
Orinda, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Mommaerts is a financial advisor registered with Morgan Stanley in Orinda, CA. Nicholas has been in the securities industry since November 2005. Nicholas has passed the Series 66, Series 10, Series 9, Series 31 and Series 7 exams and is currently registered with FINRA and 53 state and IA regulatory authorities. Nicholas is licensed to provide financial and investment advice to individuals, high net worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension plans, banking institutions, and state and municipal entities. Previous employers include Morgan Stanley & Co., Incorporated and Ameriprise Financial Services, Inc.
SPECIALIZATIONS
LOS ALTOS, CA
0 Disclosures
ADVISOR BIO
Nicholas Winstead is an Investment Advisor Representative with Changing Parameters, LLC in LOS ALTOS, CA. Nicholas has been a registered Investment Advisor Representative since 2022. The firm manages approximately $102,336,811 in assets for individual and institutional clients. Changing Parameters, LLC offers financial planning, portfolio management, and tactical allocation services.
SPECIALIZATIONS