Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Tomo Kanzaki is a Certified Financial Planner® and an Investment Advisor Representative at LNW. Nicholas is licensed to provide investment advice in California. He has over 5 years of experience in the financial services industry. Nicholas holds a Series 65 license and has a strong background in portfolio management for individuals, pooled investment vehicles, and charitable organizations. Nicholas is also a specialist in financial planning, educational seminars, and publication of 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.
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CA
10/19/2017 - Present
LNW (San Francisco CA)
IA
Issued 10/19/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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