Unclaimed
Nancy Bidrowski is a financial advisor at Osaic Wealth, Inc. with over 36 years of experience in the industry. Nancy holds Series 6, 7, 22, 63, 65 and 66 securities licenses and has worked for several financial institutions throughout her career. Nancy provides financial planning services to individuals, families, and businesses. Nancy specializes in retirement planning, investment management, and insurance. Nancy is committed to helping her clients achieve their financial goals.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
06/08/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LINCOLN NE)
NE
01/01/2004 - 06/11/2020
VOYA FINANCIAL ADVISORS, INC. (LINCOLN NE)
IA
06/03/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
10/27/1995 - 06/10/1999
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
KS
11/12/1987 - 10/26/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/22/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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