Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicola? Claim Your ProfileNicola Revel James is an investment advisor representative at Opes Wealth Management, LLC. Nicola is registered with the state of California. Nicola has been in the industry since 2009 and has a Series 65 license. Nicola is also a mortgage advisor at Cross Country Mortgage. Nicola's specializations include Financial Planning, Portfolio Management for Individuals and Selection of Other Advisors.
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.
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
02/05/2019 - Present
Opes Wealth Management, LLC (Cupertino CA)
IA
Issued 07/30/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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