Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Bautista is a financial advisor with Clearview Wealth Management. Nicholas has been in the financial services industry for over 7 years. Nicholas holds the Series 66 and Series 7 licenses and is a Certified Financial Planner. Nicholas has experience providing financial planning services to individuals, businesses, and charitable organizations. Nicholas is also registered to provide investment advisory services in California, Florida, Ohio, Texas, and Washington.
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.
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
09/13/2021 - Present
Clearview Wealth Management (Irvine CA)
CA
06/29/2012 - 05/17/2019
COMMONWEALTH FINANCIAL NETWORK (IRVINE CA)
BOTH
Issued 10/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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