Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Jacob Melo is a registered investment advisor representative with WH Cornerstone Investments Inc. Nolan has been in the industry since August 2018 and holds a Series 65 license. Nolan is a specialist in providing financial planning, portfolio management for individuals, and educational seminars. WH Cornerstone Investments Inc. is a firm located in Duxbury, MA, providing services to individuals, high net worth individuals, and pension and profit-sharing plans.
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.
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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MA
12/10/2024 - Present
WH Cornerstone Investments Inc. (DUXBURY MA)
Active
Inactive
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