Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcia? Claim Your ProfileMarcia Rae Nilsen is a financial professional with over 20 years of experience in the financial services industry. Marcia currently works at Osaic Wealth, Inc., a firm with a wide range of financial products and services, specializing in the management of assets for individual investors and corporations. Marcia previously worked at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. In addition to Marcia's work experience, Marcia has a strong educational background. She holds a Series 6, 26 and 63 license as well as the SIE exam. Marcia has helped a variety of clients in the Cedar Rapids area, including individuals, families, and businesses with their financial planning and investment needs.
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
IA
10/21/2019 - Present
Osaic Wealth, Inc. (CEDAR RAPIDS IA)
IA
05/13/2016 - 11/27/2017
SIGNATOR INVESTORS, INC. (CEDAR RAPIDS IA)
IA
01/02/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CEDAR RAPIDS IA)
IA
03/08/1996 - 01/02/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
BC
Issued 05/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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