Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas DeSantis is a Certified Financial Planner® who is registered as an Investment Advisor Representative with Quaker Wealth Management LLC in Moorestown, NJ. Nicholas has been with Quaker Wealth Management since September 2017. Nicholas is committed to helping clients achieve their financial goals through personalized financial planning and investment management services. Nicholas is also a member of the National Association of Personal Financial Advisors (NAPFA). Quaker Wealth Management provides financial planning and investment management services to individuals, families, and small businesses. The firm has a team of experienced financial advisors who are committed to helping clients achieve their financial goals.
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.
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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NJ
06/18/2019 - Present
Quaker Wealth Management LLC (MOORESTOWN NJ)
IA
Issued 06/07/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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