My name is Nic Remer and I am a U.S. Navy veteran. After serving in the Navy, I graduated from the University of San Diego with a degree in Finance, minors in Information Technology Management and Marketing. I then teamed up with Foresters Advisory Services, LLC as an Investment Advisor Representative until Foresters Financial was ultimately acquired by Cetera.
It is my goal to build relationships and to provide long-term value to help my clients grow, protect, and enjoy what they have by making sure their financial plans work as hard as they do.
I work with a variety of individuals and institutions on their unique situations. My strengths are in developing investment strategies for families, domestic partnerships, and businesses alike.
If you haven’t reviewed your financial goals with a professional before, I highly recommend doing so. Even if it is not with me, I feel that everyone could benefit from a routine professional analysis -- even those who do their investing themselves!
Education & Licenses
University of San Diego
Bachelor of Business Administration (B.B.A.), Finance
Minor: Information Technology Management
Fowler College of Business, San Diego State University
Executive Financial Planner Advanced Certificate, Financial and Tax planning
Series 63 - Uniform Securities Agent State Law Examination
- Dec 10, 2015
Series 66 - Uniform Combined State Law Examination
- Sep 11, 2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
- Dec 2, 2015
Series 7 - General Securities Representative Examination
- Mar 22, 2017