Unclaimed
Nicholas Vladimir Strunc is a financial advisor registered with the state of California. Nicholas is affiliated with Mariner Wealth. Nicholas has been in the industry since July 2015 and has a Series 65 license. Nicholas is a Certified Financial Planner and specializes in areas such as retirement planning, college savings, estate planning, and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Family office 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.
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CA
03/01/2022 - Present
Mariner Wealth (LOS ANGELES CA)
IA
Issued 11/04/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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