Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrea Nickle

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrea? Claim Your Profile

About Andrea Nickle

Andrea Nickle is a financial advisor with Osaic Wealth, Inc. Andrea has been in the financial services industry since June 12, 2004. Andrea has a broad range of experience working with a variety of clients, including individuals, families, and businesses. Andrea is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Andrea has a Series 6, Series 63, and Series 99TO licenses and has been registered with FINRA since August 29, 2023.

Firm Information

Andrea Nickle is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrea Nickle’s Registration & Firm History

AZ

07/08/2021 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

MN

07/08/2021 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

GA

07/08/2021 - 11/03/2023

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

07/08/2021 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

FL

02/16/2021 - 04/30/2021

LPL FINANCIAL LLC (SUNRISE FL)

FL

07/17/2020 - 10/19/2020

SECURITIES AMERICA, INC. (MIAMI FL)

FL

07/19/2010 - 07/17/2020

INVESTACORP, INC. (MIAMI FL)

FL

03/03/2006 - 03/12/2009

AMERICAN SECURITIES GROUP, INC. (BOCA RATON FL)

NY

08/15/2001 - 03/14/2005

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

Not sure if Andrea Nickle is right for you?

Licenses & Designations

BC

Issued 12/08/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Nickle.
Not sure if Andrea Nickle is right for you?