Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Bliss is a financial advisor with Osaic Wealth, Inc. Nicholas Bliss is a registered representative with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Nicholas Bliss is also registered with the state of Michigan as an investment advisor representative. Nicholas Bliss has been in the financial services industry since January 22, 2013. Prior to joining Osaic Wealth, Inc., Nicholas Bliss worked for Woodbury Financial Services, Inc. and Questar Capital Corporation. Nicholas Bliss has a Series 7 and Series 66 license, as well as a Securities Industry Essentials (SIE) exam. Nicholas Bliss is licensed to offer investment advisory services in the states of Alaska, California, Colorado, Florida, Georgia, Kentucky, Michigan, Ohio, South Carolina, Texas, Utah, Virginia, and Wisconsin. Nicholas Bliss is a registered representative with the state of Texas as an investment advisor representative. Nicholas Bliss is a co-owner of N.P.B INVESTMENTS, a rental property company. Nicholas Bliss is also a financial advisor for CLEAR STRATEGY, a corporation and an LLC. Nicholas Bliss is a Director of STRATEGIC REAL ESTATE - 7305 LLC. Nicholas Bliss offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Nicholas Bliss is committed to providing his clients with personalized financial advice and guidance. Nicholas Bliss believes that everyone should have access to quality financial advice.
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
MI
01/19/2024 - Present
Osaic Wealth, Inc. (CARO MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CARO MI)
MI
03/09/2017 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CARO MI)
MI
02/09/2015 - 03/13/2017
WOODBURY FINANCIAL SERVICES, INC. (CASS CITY MI)
MI
07/02/2012 - 07/18/2014
SUMMIT BROKERAGE SERVICES, INC. (BAD AXE MI)
BOTH
Issued 10/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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