Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Zane Klena is a financial advisor in Plano, Texas who has been in the industry since October 2018. Nicholas is a Registered Investment Advisor (RIA) with Fisher Investments. He is also registered to provide investment advice in Florida and Texas. Nicholas has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. He has worked with clients in several areas, including charitable organizations, insurance companies, investment companies, and high-net-worth individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
09/28/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 01/24/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Nicholas Klena is the right advisor for you? Invested Better is here to help.
