Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Biddle is a financial advisor at Osaic Wealth, Inc. with over 30 years of experience in the industry. Nancy holds Series 6, 7, 63 and 66 licenses and the SIE. Nancy is registered to provide investment advice in Florida and Virginia. Nancy specializes in providing financial planning and portfolio management services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Nancy has also been a sole proprietor, providing tax return preparation to clients.
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
FL
11/03/2023 - Present
Osaic Wealth, Inc. (ST PETE BEACH FL)
FL
01/19/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ST PETE BEACH FL)
FL
10/18/2017 - 12/31/2020
FSC SECURITIES CORPORATION (ST PETE BEACH FL)
FL
06/19/2006 - 10/24/2017
NATIONAL PLANNING CORPORATION (ST. PETE BEACH FL)
FL
01/01/2004 - 06/23/2006
ING FINANCIAL PARTNERS, INC. (ST PETE BEACH FL)
IA
05/07/1998 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
04/03/1998 - 04/27/1998
LOCUST STREET SECURITIES, INC.
FL
07/12/1994 - 04/02/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
OR
02/21/1992 - 07/12/1994
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BOTH
Issued 07/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1992
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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