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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 Winters is a Registered Investment Advisor Representative with Bull Harbor Capital LLC. Nicholas is registered in Arizona and Maryland. Nicholas has 1 state exam and 1 product exam. Nicholas has been in the industry for over 7 years. Nicholas has worked at Bull Harbor Capital LLC, Pacific Advisors, Westpac Wealth Partners, True Shot Ammo, Crystal Springs Golf Course, Arizona State University, and Saint Francis High School.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MD
05/14/2024 - Present
Bull Harbor Capital LLC (BETHESDA MD)
IA
Issued 12/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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