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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 Tancabel is a financial advisor at MAI Capital Management, LLC, with over 5 years of experience. Nicholas holds the Series 65 license and is a Certified Financial Planner and Chartered Financial Consultant. Nicholas provides financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as other financial advisory services. Nicholas is registered to provide investment advisory services in New York, Ohio, Pennsylvania, and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
PA
04/19/2024 - Present
MAI Capital Management, LLC (New Castle PA)
IA
Issued 07/23/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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