Unclaimed
Nicholas Schiavone is an Investment Advisor Representative registered with Verdence Capital Advisors, LLC. Nicholas holds the Series 65 exam, a qualification required to advise clients about investments. Nicholas has experience working in finance and has a background in hockey. Verdence Capital Advisors, LLC specializes in providing financial planning and investment advisory services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. The firm also provides consulting and selection of other advisors 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.
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.
Consulting
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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MD
09/23/2022 - Present
Verdence Capital Advisors, LLC (HUNT VALLEY MD)
IA
Issued 09/23/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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