Nicholas Greer, financial advisor Fort Lauderdale FL
93 score

Nicholas Greer

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Nicholas M. Greer
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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