Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Bascunan is an investment advisor representative with We Family Offices, located in CORAL GABLES, FL. Nicolas is registered with the state of Florida and New York. Nicolas holds the Series 65 license. Nicolas is also associated with Genspring Family Offices International. Nicolas works with high net worth individuals, providing services such as financial planning, selection of other advisors, and portfolio management for individuals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
08/31/2021 - Present
WE Family Offices (CORAL GABLES FL)
IA
Issued 10/13/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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