Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Engle is a financial advisor with over 10 years of experience in the financial services industry. Nicholas is currently registered with Osaic Wealth, Inc. in Andover, KS. Nicholas holds Series 6, 7TO, and SIE licenses. Nicholas previously worked with Woodbury Financial Services, Inc. in Andover, KS and NYLIFE Securities LLC in Wichita, KS. Nicholas is a Series 63 Registered Representative. Nicholas has a strong commitment to providing clients with personalized financial advice and guidance. Nicholas specializes in working with high-net-worth individuals, businesses, and charitable organizations. Nicholas offers a wide range of financial services, including financial planning, portfolio management, and investment advisory services. 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
KS
01/19/2024 - Present
Osaic Wealth, Inc. (ANDOVER KS)
KS
06/21/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ANDOVER KS)
KS
10/16/2013 - 06/29/2021
NYLIFE SECURITIES LLC (WICHITA KS)
BC
Issued 02/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Engle is the right advisor for you? Invested Better is here to help.
