Nicholas Perry
Odessa
Summary
Proven track record at PFG Private Wealth Management, enhancing client portfolios through meticulous research and analytics. Spearheaded innovative programs at Maple Ridge Ranch, demonstrating exceptional leadership and strategic planning skills. Excel in problem solving and recordkeeping, significantly improving operational efficiency and client satisfaction.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Investment Advisor Representative
PFG Private Wealth Management
Lutz
05.2024 - Current
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Analyzed financial data to identify potential investments or areas of improvement.
Intern
PFG Private Wealth Management
Lutz
06.2024 - 08.2025
- Researched market trends and investment opportunities to provide clients with informed advice.
- Performed administrative tasks such as filing paperwork, updating databases, and scheduling appointments.
- Prepared monthly reports summarizing account performance for existing clients.
- Provided customer service support through phone calls, emails, or face-to-face interactions.
- Analyzed financial statements of prospective clients to assess their risk tolerance level.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Camp Program Director
Maple Ridge Ranch
Owego
06.2023 - 08.2025
- Managed program operations and provided strategic leadership for workers.
- Created and implemented new programming ideas to keep station relevant and growing.
- Conducted needs assessments and developed program objectives.
- Reviewed existing programs and identified areas of improvement or expansion.
- Logged program activities and maintained official station records for internal use and government review.
Education
Bachelor of Science - Financial Planning
Liberty University
Lynchburg, VA05-2025
Skills
- Research
- Presentations
- Analytics
- Recordkeeping
- File systems maintenance
Certification
- Passed Series 65
- Passed Florida 215 Life, Health, and Variable Annuity Exam
- Scheduled to sit for the CFP exam in July 2025
- Degree in Financial Planning
Affiliations
- Completed 120 hours of community service, demonstrating strong commitment to giving back to the community through volunteering and leading events for my local youth group.
Timeline
Intern
PFG Private Wealth Management
06.2024 - 08.2025
Investment Advisor Representative
PFG Private Wealth Management
05.2024 - Current
Camp Program Director
Maple Ridge Ranch
06.2023 - 08.2025
Bachelor of Science - Financial Planning
Liberty University
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