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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 Costas is a registered Investment Advisor Representative associated with ONE Capital Management, LLC. Nicholas's primary focus is on providing financial planning and investment advisory services to individuals and families, investment companies, and corporations. Nicholas has been in the financial services industry since 2014. Nicholas earned the Series 65 license in November of 2022 and is registered with the State of California.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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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CA
01/30/2023 - Present
ONE Capital Management, LLC (WESTLAKE VILLAGE CA)
IA
Issued 11/12/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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