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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Moise is an Investment Advisor Representative with Zenith Wealth Advisors. Nicolas has over 10 years of experience in the financial industry. Nicolas specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Nicolas is registered with the state of Arizona as an Investment Advisor Representative.
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.
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AZ
08/27/2024 - Present
Zenith Wealth Advisors (SCOTTSDALE AZ)
AZ
09/30/2022 - 07/24/2023
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
IA
Issued 07/31/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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