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Nashoba Ren Bailey

Osaic Wealth, Inc.

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About Nashoba Ren Bailey

Nashoba Ren Bailey is an investment advisor representative at Osaic Wealth, Inc. based in Citrus Heights, California. Nashoba Ren Bailey has been in the securities industry since 2022. Nashoba Ren Bailey holds the following licenses: Series 63, Series 65, Series 7TO and SIE. Nashoba Ren Bailey is registered with the state of California and is also registered with FINRA. Previously, Nashoba Ren Bailey was employed at Securities America, Inc. in Citrus Heights, California.

Firm Information

Nashoba Bailey is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nashoba Bailey’s Registration & Firm History

CA

06/14/2024 - Present

Osaic Wealth, Inc. (CITRUS HEIGHTS CA)

CA

10/02/2022 - 06/14/2024

SECURITIES AMERICA, INC. (CITRUS HEIGHTS CA)

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Licenses & Designations

BC

Issued 10/31/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/19/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nashoba Ren Bailey.
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