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Nicholas Parros is a financial advisor at Osaic Wealth, Inc., a firm with a presence in both Michigan and Tennessee. Nicholas specializes in working with individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Nicholas's experience includes previous roles at Jackson National Life Distributors LLC and Woodbury Financial Services, Inc. Nicholas has been in the industry since December 2022 and holds Series 7, 66, and SIE licenses.
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
08/13/2024 - Present
Osaic Wealth, Inc. (ANN ARBOR MI)
TN
07/21/2023 - 08/07/2024
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
MI
12/08/2022 - 07/03/2023
WOODBURY FINANCIAL SERVICES, INC. (ANN ARBOR MI)
BOTH
Issued 01/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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