Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nick? Claim Your ProfileNick Roley is an Investment Advisor Representative associated with Beacon Global Advisor Network, LLC. Nick has been in the industry since July 2015 and is registered with the state of Texas. Nick earned the Series 65 license in May 2019. Nick's previous experience includes working at Whitechurch Securities LTD. Nick is currently located in Dubai.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of qualified plan assets, solicitor fees
1
2
NA
11/16/2020 - Present
Beacon Global Advisor Network, LLC (Dubai )
IA
Issued 05/25/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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