Nicholas GreerCRD Number: 5881575
Current Firm: Charles Schwab & Company, Inc.
Nicholas Greer (CRD# 5881575) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fort Lauderdale, FL and has over 5 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
Tobias Financial Advisors
|Charles Schwab & Company, Inc.||Plantation, FL||May 2014 - Current||2|
|Charles Schwab Bank||Plantation, FL||May 2014 - Current||2|
|Gannett Company||Indianapolis, IN||May 2013 - Apr 2014||< 1|
|Charles Schwab & Company, Inc.||Indianapolis, IN||Jan 2011 - May 2013||2|
|Unemployed||Indianapolis, IN||Dec 2010 - Jan 2011||< 1|
|Iupui||Indianapolis, IN||Aug 2010 - Dec 2010||< 1|
|Unemployed||Bloomington, IN||May 2010 - Aug 2010||< 1|
|Indiana University||Bloomington, IN||Jan 2010 - May 2010||< 1|
|Radio Shack||Bloomington, IN||May 2009 - Jan 2010||< 1|
|Unemployed||Indianapolis, IN||Apr 2009 - May 2009||< 1|
|At&t||Bloomington, IN||Oct 2007 - Apr 2009||1|
|Unemployed||Indianapolis, IN||Aug 2007 - Oct 2007||< 1|
|At&t||Indianapolis, IN||Jun 2007 - Aug 2007||< 1|
|Unemployed||Indianapolis, IN||May 2007 - Jun 2007||< 1|
|Indiana University||Bloomington, IN||Aug 2006 - May 2007||< 1|
|The Promotions Company||Indianapolis, IN||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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