Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Howard Nicholson is a financial advisor with Osaic Wealth, Inc. Jon has been in the industry since 1983 and has a strong track record of providing financial advice to clients. Jon has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Osaic Wealth, Inc. is a financial advisory firm that provides a wide range of services to individuals and families. The firm is committed to providing clients with personalized financial advice and helping them make informed decisions about their financial future.
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
MN
01/19/2024 - Present
Osaic Wealth, Inc. (OAKDALE MN)
MN
10/16/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
06/20/2003 - 10/18/2006
SAMMONS SECURITIES COMPANY, LLC (EDINA MN)
MN
07/22/1989 - 06/20/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CT
04/05/1989 - 06/12/1989
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
CT
01/18/1983 - 02/06/1989
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
BOTH
Issued 09/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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