Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Nicosia has over 30 years of experience in the financial services industry. Guy is a CERTIFIED FINANCIAL PLANNER™ professional and is registered as an Investment Advisor Representative with Osaic Wealth, Inc. Guy also holds Series 63, Series 7, and SIE licenses. Guy offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Guy is committed to providing his clients with personalized service and tailored financial advice to help them achieve their financial goals.
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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NY
01/18/2024 - Present
Osaic Wealth, Inc. (HAUPPAUGE NY)
NY
12/18/2018 - 01/31/2024
LPL FINANCIAL LLC (HAUPPAUGE NY)
NY
11/06/2013 - 12/21/2018
ROYAL ALLIANCE ASSOCIATES, INC. (HAUPPAUGE NY)
NY
12/07/2006 - 11/08/2013
VANDERBILT SECURITIES, LLC (HAUPPAUGE NY)
NY
09/19/1991 - 12/07/2006
PRIME CAPITAL SERVICES, INC. (RONKONKOMA NY)
BC
Issued 10/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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