Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Conforti is an investment advisor representative at Bogart Wealth, LLC. Nicolas has been working in the financial services industry since 2019. Nicolas has a background in finance and is a Certified Financial Planner. Nicolas's previous employment includes Vector Marketing, Clarendon Wealth Management, and Bogart Wealth, LLC. Nicolas is registered in Virginia and Texas as an Investment Advisor Representative. Nicolas's specializations include portfolio management for individuals, financial planning, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
06/27/2023 - Present
Bogart Wealth, LLC (MCLEAN VA)
Active
Inactive
Not sure Nicolas Conforti is the right advisor for you? Invested Better is here to help.
