Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas McInnis is an investment advisor representative with Bakeravenue. Nicholas has been in the industry since September 2014 and has been with Bakeravenue since September 2016. Nicholas is registered with the state of California and holds a Series 65 license. Nicholas specializes in providing financial planning and portfolio management services to individuals, charitable organizations, and businesses. Nicholas also provides educational seminars and publishes periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CA
12/12/2016 - Present
Bakeravenue (SAN FRANCISCO CA)
IA
Issued 12/12/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Nicholas McInnis is the right advisor for you? Invested Better is here to help.
