Unclaimed
Nicholas Fitzgerald is a financial advisor who has been in the industry since at least 2010. Nicholas is registered with the state of Massachusetts. Nicholas is currently employed by Moody, Lynn, Lieberson & Walker, LLC. Nicholas has experience in the investment industry, particularly in providing portfolio management for individuals and pooled investment vehicles, and financial planning. Nicholas is a Chartered Financial Analyst (CFA) charterholder.
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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MA
04/01/2020 - Present
Moody, Lynn, Lieberson & Walker, LLC (BOSTON MA)
Active
Inactive
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