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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 Zalles is an Investment Advisor Representative at Welcy Capital Advisors LLC. Nicolas has been in the industry since 2014 and holds a Series 65 license. Nicolas specializes in portfolio management for businesses and individuals. Welcy Capital Advisors LLC provides financial consulting services, portfolio management services for businesses, individuals, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting: due diligence on credit worthiness
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Consulting fees
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FL
02/06/2015 - Present
Welcy Capital Advisors LLC (MIAMI FL)
IA
Issued 01/30/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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