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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Richard Nicely is a financial advisor at Osaic Wealth, Inc. James has been in the financial services industry since January 26, 1997 and has experience working with various firms including FSC Securities Corporation, ProEquities, Inc., Ameritas Investment Corp., and United Planners' Financial Services of America A Limited Partner. James is registered with the state of Oklahoma and holds a Series 63, Series 6, and SIE licenses. James specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals.
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
OK
11/03/2023 - Present
Osaic Wealth, Inc. (OKLAHOMA CITY OK)
OK
10/29/2012 - 11/03/2023
FSC SECURITIES CORPORATION (OKLAHOMA CITY OK)
OK
04/12/2000 - 10/26/2012
PROEQUITIES, INC. (EDMOND OK)
NE
01/05/1999 - 05/05/2000
AMERITAS INVESTMENT CORP. (LINCOLN NE)
AZ
01/21/1997 - 12/31/1998
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
BC
Issued 02/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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