Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Klanke is a financial advisor with Osaic Wealth, Inc. located in Bloomfield Hills, Michigan. Nicholas has been in the financial services industry since July 2015. He is a Certified Financial Planner™ professional and is licensed to provide investment advice in several states. Nicholas previously worked with FSC Securities Corporation and Wells Fargo Advisors Financial Network, LLC. He specializes in financial planning, retirement planning, and investment management services. Nicholas is committed to helping his clients achieve their financial goals and works diligently to provide them with the highest level of service.
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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MI
11/03/2023 - Present
Osaic Wealth, Inc. (BLOOMFIELD HILLS MI)
MI
09/23/2015 - 11/03/2023
FSC SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
MI
07/18/2015 - 09/09/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BIRMINGHAM MI)
BC
Issued 10/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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