Here you will find several interesting, important and helpful documents/links related to your financial endeavors.
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What is a CIMA® Designation?
Investment Management Consultants Association offeres the only financial services credential accredited by the American Nation Standards Institute: The Certified Investment Management Analyst (CIMA) certification.
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Concierge Wealth Management as Unique as You
An overview of the Nicholson Wealth Management Group, the people on the team and how we approach our business.
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FINRA - Financial Industry Regulatory Authority
Access the Regulatory background of your financial advisor.
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Investment & Wealth Institute
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Security & Exchange Commission
A link to the Security and Exchange Commission home page.
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Please note that we are not responsible for the information contained on the listed Web sites. The sites are provided to you for information purposes only.