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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 Burns is a financial advisor who has been in the industry since April 2017. Nicholas is currently registered with Osaic Wealth, Inc. in Ohio and Indiana. Prior to that, Nicholas was with Signator Investors, Inc. Nicholas is a registered representative and investment advisor representative and holds Series 7, 24, 51, and 66 licenses. Nicholas specializes in a range of financial planning and investment services for individuals, businesses, and retirement plans. Nicholas is committed to helping clients achieve their financial goals.
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.
1
2
OH
11/02/2018 - Present
Osaic Wealth, Inc. (GREENVILLE OH)
OH
04/22/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (GREENVILLE OH)
BOTH
Issued 12/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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