1. Wealthminder
  2. San Diego, CA
Nicholas Remer, financial advisor San Diego CA

Nicholas Remer

CRD Number: 6579741
Current Firm: Foresters Advisory Services, LLC

Nicholas Remer (CRD# 6579741) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in San Diego, CA and has over 5 years of experience in the finance industry. Nicholas Remer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Services LLC St Cloud, MN Jun 2019 - Current 1
Cetera Investment Advisers LLC San Diego, CA Jun 2019 - Current 1
Remer Film Making San Diego, CA May 2013 - Current 7
Foresters Advisory Services LLC San Diego, CA Sep 2017 - Jun 2019 1
Foresters Financial Services San Diego, CA Apr 2016 - Jun 2019 3
Foresters Financial Services San Diego, CA Nov 2015 - Apr 2016 < 1
Thunderbird Holdings San Diego, CA Jan 2012 - Nov 2015 3
Self-employment San Diego, CA Jan 2012 - Oct 2015 3
University Of San Diego San Diego, CA Oct 2011 - Jan 2012 < 1
Us Navy San Diego, CA Jun 2006 - Oct 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Nicholas G. Remer
By the Numbers
  • Total Assets Under Management
    2,437
    MILLIONS
  • Total Number of Accounts
    13,920
    ACCOUNTS
  • Average Account Value
    $175,038
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, 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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