Unclaimed
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.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
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)
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
Active
Inactive
F
FINRA
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