Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dacia? Claim Your ProfileDacia Lyann Nichols is a financial advisor with over 20 years of experience in the industry. Dacia is currently a registered representative for Osaic Wealth, Inc. in Wapakoneta, OH. Dacia has been a registered representative for many other firms, including SAGEPOINT FINANCIAL, INC., NATIONAL PLANNING CORPORATION, J.P. TURNER & COMPANY, L.L.C., GUNNALLEN FINANCIAL, INC, AMERIPRISE ADVISOR SERVICES, INC., AMERITAS INVESTMENT CORP., WORLD GROUP SECURITIES, INC., and WMA SECURITIES, INC.. Dacia holds Series 6 and SIE licenses and specializes in a variety of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
1
2
OH
09/01/2023 - Present
Osaic Wealth, Inc. (WAPAKONETA OH)
OH
09/10/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WAPAKONETA OH)
OH
09/20/2011 - 09/10/2015
NATIONAL PLANNING CORPORATION (WAPAKONETA OH)
OH
04/12/2010 - 09/20/2011
J.P. TURNER & COMPANY, L.L.C. (WAPAKONETA OH)
OH
10/06/2009 - 03/31/2010
GUNNALLEN FINANCIAL, INC (WAPAKONETA OH)
OH
10/16/2006 - 10/02/2009
AMERIPRISE ADVISOR SERVICES, INC. (WAPAKONETA OH)
OH
01/21/2005 - 07/18/2006
AMERITAS INVESTMENT CORP. (COLUMBUS OH)
GA
04/12/2002 - 02/12/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
01/29/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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