Nicholas Kaiser Email & Phone Number
Sales Support, Director @ Simplicity Group
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Nicholas Kaiser Location
- Gilbert, AZ, US
Nicholas Kaiser Work
- Sales Support, Director @ (May 2023 - Present)
- Director Of Financial Planning @ Foundations Investment Advisors (February 2019 - May 2023)
- Associate Wealth Management Advisor @ (June 2013 - February 2019)
- Relationship Specialist @ (March 2013 - June 2013)
- Manager and Co-Founder @ Mind Over Batter (November 2010 - March 2013)
- Operations Specialist @ (February 2008 - November 2010)
Nicholas Kaiser Education
- The American College of Financial Services
Certified Financial Planner (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 Certified Financial Planner in Certified Financial Planner @ 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 and 1 mobile phone numbers on RocketReach.
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