Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nick? Claim Your ProfileNick Vaziri Nejad is an investment advisor representative with Beverly Hills Private Wealth, LLC. Nick is a Chartered Financial Analyst and has been in the industry since 2014. Nick has experience at KCS Wealth Advisory, Hotchkis & Wiley Capital Management, and Beverly Hills Private Wealth, LLC. The firm provides portfolio management for individuals and businesses. Nick is registered in California.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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CA
08/09/2023 - Present
Beverly Hills Private Wealth, LLC (BEVERLY HILLS CA)
Active
Inactive
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