Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Christopher Scott is an Investment Advisor Representative for Castleview Partners, LLC and is registered in Texas. Nicholas has been in the financial industry since March 2020 and is Series 65 qualified. Nicholas has expertise in a variety of areas, including financial planning, educational seminars, portfolio management, and publication of periodicals. Nicholas specializes in providing services to high net worth individuals and individuals other than high net worth.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
06/14/2023 - Present
Castleview Partners, LLC (Dallas TX)
IA
Issued 04/16/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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