Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Winstead is an Investment Advisor Representative with Changing Parameters, LLC in LOS ALTOS, CA. Nicholas has been a registered Investment Advisor Representative since 2022. The firm manages approximately $102,336,811 in assets for individual and institutional clients. Changing Parameters, LLC offers financial planning, portfolio management, and tactical allocation 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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Tactical allocation 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.
A percentage of the total value of assets under management is charged.
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CA
09/23/2022 - Present
Changing Parameters, LLC (LOS ALTOS CA)
IA
Issued 09/23/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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