Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norton? Claim Your ProfileNorton Quincy Sloan is an Investment Advisor Representative associated with Safford Nicholas H & Co. Inc. Norton has been in the industry since April 2005 and is registered with the state of Massachusetts. Norton holds a Series 65 license and is also registered in California, Florida, Maine, and Virginia. Safford Nicholas H & Co. Inc. specializes in providing portfolio management for individuals. The firm has approximately 1758136542 in assets under management and has 156 total accounts.
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.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
Percentage of assets under other investment advisers' management
1
2
MA
09/02/2005 - Present
Safford Nicholas H & Co. Inc. (ROCKPORT MA)
IA
Issued 09/01/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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