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Detailed Report
NADIRA BALKISSOON DEERY
NADIRA SORIJINI BALKISSOON N/A, NADIRA SORIJINI BALKISSOON, NADIRA B DEERY
CRD#: 3262605
IA
Investment Adviser
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Previous Broker
CREATIVE PLANNINGCRD#: 105348 Washington, DC
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2006 - 2013 (7 years)2 FIRMS2014 - 2014 (<1 year)2 FIRMS2014 - 2016 (2 years)IACREATIVE PLANNING (CRD# 105348)2017 - Present (8 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)1999 - 2004 (5 years)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2004 - 2004 (<1 year)
License(s)

State Registrations

IA
District of Columbia 1/25/2017
IA
Texas 4/1/2020
Current Registration(s)
IA
CREATIVE PLANNING (CRD#:105348)
Washington, DC
Registered with this firm since 1/25/2017
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 10/30/2014 - 11/10/2016 THE AYCO COMPANY,L.P. (CRD#:106693) WASHINGTON, DC
B
 10/22/2014 - 11/10/2016 MERCER ALLIED COMPANY, L.P. (CRD#:37404) WASHINGTON, DC
IA
 03/14/2014 - 10/21/2014 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) WASHINGTON, DC
B
 03/21/2014 - 10/21/2014 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) WASHINGTON, DC
IA
 06/05/2006 - 06/21/2013 STRATEGIC ADVISERS, INC. (CRD#:104555) WASHINGTON, DC
B
 02/16/2006 - 06/20/2013 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) WASHINGTON, DC
IA
 10/14/2004 - 11/29/2004 CHARLES SCHWAB & CO., INC. (CRD#:5393) VA
B
 10/01/1999 - 11/29/2004 CHARLES SCHWAB & CO., INC. (CRD#:5393) WESTLAKE, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.