Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas A. Meyer is a financial advisor with over 20 years of experience in the industry. Nicholas is currently registered with Osaic Wealth, Inc. and is licensed in Alabama. Prior to joining Osaic Wealth, Inc., Nicholas was employed with TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., CONCOURSE FINANCIAL GROUP SECURITIES, INC., J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., CAPITAL ANALYSTS, INCORPORATED, COLONIAL BROKERAGE, INC., FIFTH THIRD SECURITIES, INC. and PRUDENTIAL SECURITIES INCORPORATED. Nicholas holds the following licenses and certifications: Series 7, Series 63, Series 24, Series 53, Series 65, Series 99TO, Series 52TO and SIE. Nicholas specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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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AZ
08/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
05/09/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
05/09/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
05/09/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/09/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/09/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AL
01/09/2014 - 05/16/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
OH
10/01/2012 - 01/07/2014
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
11/07/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
08/25/2009 - 11/08/2011
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
AL
08/13/2007 - 08/20/2009
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
OH
09/25/2002 - 08/23/2007
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
11/15/2000 - 06/14/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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