Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Duff is an investment advisor representative at O'Boyle Wealth Management, Inc. Nicholas has been in the financial services industry since 2014. Nicholas is licensed to provide investment advice in California. Nicholas specializes in providing financial planning, portfolio management for individuals, and pension consulting services. Nicholas has a Series 65 license and has taken the Uniform Investment Adviser Law Examination. Nicholas is also a graduate of UCLA.
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.
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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CA
01/01/2025 - Present
O'Boyle Wealth Management, Inc. (Beverly Hills CA)
IA
Issued 05/01/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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