Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Wychocki is an advisor at Osaic Institutions, Inc. Nicholas has been in the industry since 2005 and is licensed to provide advice in multiple states. Nicholas is a Certified Financial Planner® and has experience working with individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. Nicholas has previously worked at COMMONWEALTH FINANCIAL NETWORK, J.P. MORGAN SECURITIES INC., BANC OF AMERICA INVESTMENT SERVICES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
NC
02/08/2012 - Present
Osaic Institutions, Inc. (Chapel Hill NC)
FL
08/03/2010 - 12/31/2011
COMMONWEALTH FINANCIAL NETWORK (FORT MYERS FL)
FL
06/21/2010 - 07/22/2010
J.P. MORGAN SECURITIES INC. (NAPLES FL)
FL
11/08/2005 - 12/02/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPLES FL)
MA
03/02/2005 - 10/24/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/02/2005 - 10/24/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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