Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Alexander Del Junco is a registered investment advisor representative associated with Liberty Wealth Management, LLC. Nicholas has been licensed in California as an insurance producer/agent since 2017. Nicholas' primary registration is in California, and he is also registered in Texas. Nicholas has passed the Uniform Investment Adviser Law Examination (Series 65). Nicholas is a financial advisor with over 6 years of experience. Nicholas and Liberty Wealth Management provide a variety of advisory services to individuals, corporations and businesses, and pension and profit sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Third-party management program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Third-party management program
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2
CA
08/05/2022 - Present
Liberty Wealth Management, LLC (OAKLAND CA)
IA
Issued 11/08/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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