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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Anne Tanenbaum is an investment advisor representative at Chequers Financial Management LLC. Nicole has been in the industry since 2014 and is registered with the state of California. Nicole has a Series 65 license. She is a specialist in family office, estate, tax, wealth transfer, and strategic financial consulting. Nicole specializes in providing financial advice to ultra-high-net-worth clients.
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.
Highly-tailored family office, estate, tax, wealth transfer, and strategic financial consulting to ultra high net worth clients
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.
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CA
01/01/2025 - Present
Chequers Financial Management LLC (SAN FRANCISCO CA)
IA
Issued 08/11/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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