Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Ann Lopez is an Investment Advisor Representative associated with Broadway Wealth Solutions. Nicole has been in the financial services industry for over six years, and has a Series 65 license. Nicole has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Nicole provides portfolio management services for individuals and businesses.
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.
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.
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TX
07/01/2021 - Present
Broadway Wealth Solutions (SAN ANTONIO TX)
IA
Issued 04/21/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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