Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Nickels is a financial advisor currently affiliated with Osaic Wealth, Inc., a firm with approximately 94 billion dollars in assets under management and over 39,000 clients. Matthew has been a registered representative in the securities industry since 2015. Before joining Osaic Wealth, Inc., Matthew was associated with Signator Investors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PNC Investments. Matthew holds a Series 66, Series 7, and SIE license, and is also a Certified Financial Planner. Matthew specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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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MI
11/02/2018 - Present
Osaic Wealth, Inc. (GRAND RAPIDS MI)
MI
08/16/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (GRAND RAPIDS MI)
MI
03/14/2016 - 06/28/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)
MI
01/09/2015 - 03/17/2016
PNC INVESTMENTS (GRAND RAPIDS MI)
BOTH
Issued 04/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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