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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Angelis is an Investment Advisor Representative at Delta Financial Advisors, Inc. Nicholas is registered in Maryland. Nicholas has been with Delta Financial Advisors, Inc. since June 2009. Nicholas holds a Series 65 license and specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MD
02/29/2024 - Present
Delta Financial Advisors, Inc. (KENSINGTON MD)
IA
Issued 02/29/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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