Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Woo-hsiung Sun is an investment advisor representative with Ellis Investment Partners, LLC. Nicholas is registered with the state of Pennsylvania and has been in the industry since June 2013. Nicholas has a Series 65 license. Ellis Investment Partners, LLC is an investment advisor firm based in Berwyn, Pennsylvania. The firm provides portfolio management services to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, high-net-worth individuals, and other entities. The firm also provides financial planning and consulting 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting 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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PA
02/16/2018 - Present
Ellis Investment Partners, LLC (BERWYN PA)
IA
Issued 02/16/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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