Nicholas Diller, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 720-202-0754

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Registered Representative, Charles Schwab & Co., Inc., 2014-2015
  • Pinnacle, High Net Worth Trader, Charles Schwab & Co., Inc., 2015-2016
  • Associate Financial Consultant, Charles Schwab & Co., Inc., 2016-2018

Education

  • BA, Finance & Economics, University of Wyoming
  • Bloomberg Certified

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