Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Pesci is an investment advisor representative at Coppell Advisory Solutions LLC. Nicolas has been in the industry since 2009 and holds a Series 65 license. Nicolas has experience providing financial planning, portfolio management for businesses, and portfolio management for individuals. Nicolas is registered as an investment advisor in Louisiana, Texas, and Utah.
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.
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.
1
2
TX
08/30/2021 - Present
Coppell Advisory Solutions LLC (DALLAS TX)
IA
Issued 05/23/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Nicolas Pesci is the right advisor for you? Invested Better is here to help.
