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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Niels? Claim Your ProfileNiels McEvoy is an Investment Advisor Representative at Eastsound Capital Advisors, LLC. Niels is registered with the state of California. Niels has been working in the financial services industry for more than 7 years and holds a Series 65 license. Niels's firm has offices in Morgan Hill, California and works with high net worth individuals, individuals other than high net worth individuals, charitable organizations and pension and profit sharing plans. Niels is a financial planner, and specializes in financial planning, selection of other advisors, portfolio management for individuals, educational seminars and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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CA
11/15/2022 - Present
Eastsound Capital Advisors, LLC (Morgan Hill CA)
IA
Issued 03/23/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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