Nicholas Kaiser Email & Phone Number
Sales Support, Director @ Simplicity Group
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Nicholas Kaiser Location
- Gilbert, AZ, US
Nicholas Kaiser Work
- 2023 -now Sales Support, Director @
- 2019 -2023 Director Of Financial Planning @ Foundations Investment Advisors
- 2013 -2019 Associate Wealth Management Advisor @
- 2013 -2013 Relationship Specialist @
- 2010 -2013 Manager and Co-Founder @ Mind Over Batter
- 2008 -2010 Operations Specialist @
Nicholas Kaiser Education
- The American College of Financial Services
(Certified Financial Planner)
2015-2017 - Arizona State University
BA (Political Science)
2000-2002
Nicholas Kaiser Skills
- EMoney
- Series 65
- Wealth Management
- Securities
- Series 63
- Customer Service
- Financial Services
- Certified Financial Planner
- Investment Research
- Financial Planning
- Finance
- Marketing
- Microsoft Office
- Public Speaking
- Series 7
Nicholas Kaiser Summary
- Nicholas Kaiser, based in Gilbert, AZ, US, is currently a Sales Support, Director at Simplicity Group. Nicholas Kaiser brings experience from previous roles at Foundations Investment Advisors, Northwestern Mutual, Charles Schwab and Mind Over Batter. Nicholas Kaiser holds a 2015 - 2017 The American College of Financial Services. With a robust skill set that includes EMoney, Series 65, Wealth Management, Securities, Series 63 and more. Nicholas Kaiser has 2 emails on RocketReach.
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Top Simplicity Group Employees
Ryan Kitzman
Vice President of Strategic Accounts
Encinitas, CA, US
Erin McCann
President, Simplicity Wealth
Summit, NJ, US
Mitchell Leidner
Chief Financial Officer
New York, NY, US
Dan Eibner
Vice President, Partner
Melbourne, FL, US
Emily Cramer
Executive Vice President
United States
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