Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Donato is a financial advisor with Osaic Wealth, Inc. located in PARK RIDGE, NJ. Nicholas has been in the financial services industry since 2003. Nicholas holds Series 6 and SIE licenses and is registered with FINRA and the states of Florida and New Jersey. Nicholas is a member of the Osaic Wealth team and has experience in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Prior to joining Osaic Wealth, Inc., Nicholas worked at Signator Investors, Inc., Ameritas Investment Corp., 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.
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
NJ
11/02/2018 - Present
Osaic Wealth, Inc. (PARK RIDGE NJ)
NJ
03/17/2010 - 11/02/2018
SIGNATOR INVESTORS, INC. (PARK RIDGE NJ)
NY
12/04/2008 - 03/18/2010
AMERITAS INVESTMENT CORP. (NEW YORK NY)
NJ
11/14/2003 - 11/05/2008
METLIFE SECURITIES INC. (PARAMUS NJ)
NJ
11/14/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PARAMUS NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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