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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Weber is a financial advisor with over 17 years of experience in the industry. Nicholas is currently registered with Osaic Wealth, Inc. in California and Texas. Nicholas holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. He is also a Certified Financial Planner. Nicholas has a diverse background in the financial industry, having previously worked with Securities America, Inc. and Wells Fargo Advisors, LLC. Nicholas specializes in providing financial planning, portfolio management, pension consulting, and educational seminars. He serves a wide range of clients, including individuals, families, businesses, and retirement plans.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (FOLSOM CA)
CA
01/11/2013 - 06/14/2024
SECURITIES AMERICA, INC. (FOLSOM CA)
CA
05/06/2010 - 01/14/2013
WELLS FARGO ADVISORS, LLC (FOLSOM CA)
CA
07/09/2007 - 05/04/2010
MML INVESTORS SERVICES, INC. (WALNUT CREEK CA)
IA
Issued 11/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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