Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coyt? Claim Your ProfileCoyt Lamar Nicholson is a wealth advisor at Osaic Wealth, Inc. Coyt has been in the industry since 2008. Coyt holds a Series 6, 7 and 66 license as well as the SIE Exam. Coyt is registered in 16 states, including Alabama, Arkansas, Colorado, Connecticut, Florida, Kansas, Louisiana, Massachusetts, Minnesota, Mississippi, Missouri, North Carolina, Oklahoma, South Carolina, Texas and the District of Columbia. Coyt has experience with clients of various types, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. Coyt's firm offers financial planning, portfolio management, educational seminars, and other services.
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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LA
04/05/2021 - Present
Osaic Wealth, Inc. (BATON ROUGE LA)
LA
02/08/2019 - 04/22/2021
HANCOCK WHITNEY INVESTMENT SERVICES INC. (ZACHERY LA)
LA
10/23/2013 - 01/23/2019
CETERA INVESTMENT SERVICES LLC (BATON ROUGE LA)
LA
03/17/2009 - 08/28/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (BATON ROUGE LA)
LA
04/01/2008 - 03/13/2009
STANFORD GROUP COMPANY (BATON ROUGE LA)
LA
03/02/2006 - 08/07/2007
CHASE INVESTMENT SERVICES CORP. (BATON ROUGE LA)
BOTH
Issued 07/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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