Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Del viscio is a financial advisor with Osaic Wealth, Inc. Nicholas has been in the financial industry for over four years and is registered with the state of Pennsylvania. Nicholas has earned the Series 63, Series 65 and Series 7TO licenses. Nicholas specializes in providing financial planning and investment management services for individuals, businesses, and retirement plans. Nicholas has experience working with clients of all backgrounds, including those with high net worth.
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
PA
07/08/2024 - Present
Osaic Wealth, Inc. (MALVERN PA)
NE
02/24/2022 - 03/29/2024
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
NC
07/10/2020 - 02/14/2022
EQUITABLE DISTRIBUTORS, LLC (Charlotte NC)
IA
Issued 07/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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