Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Loeffelman is a Certified Financial Planner, registered with the state of California, and is an Investment Advisor Representative for Citrine Capital. Nicholas has worked in the financial services industry since 2015. Nicholas has experience in financial planning, portfolio management for individuals, and tax return preparation services.
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.
Personalized portfolio management to meet individual financial objectives.
Tax return preparation services
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.
A percentage of net worth
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CA
02/04/2022 - Present
Citrine Capital (Huntington Beach CA)
IA
Issued 02/04/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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