Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nash? Claim Your ProfileNash Holm is a financial advisor registered with Osaic Wealth, Inc. and is located in Omaha, NE. Nash is a registered representative (Series 7TO) with FINRA and a Registered Investment Advisor with state regulators. Nash has 3 years of experience in the securities industry and has worked with various financial institutions including CHARLES SCHWAB & CO., INC. and TD Ameritrade, Inc. Nash is also an insurance agent with the insurance firm LINCOLN FINANCIAL ADVISORS. Nash offers a range of services to individuals and businesses, including financial planning, portfolio management, and educational seminars.
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
NE
01/24/2025 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
01/26/2023 - 01/30/2023
CHARLES SCHWAB & CO., INC. (Omaha NE)
NE
11/07/2019 - 01/27/2023
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 03/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2020
Series 3 - National Commodity Futures Examination
BC
Issued 11/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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