Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Weissfeld is a financial advisor at Osaic Wealth, Inc. based in Knoxville, TN. Nicholas has been in the financial services industry since March 2008. Nicholas is registered to offer investment advice in Missouri, Tennessee, and Virginia. In addition to the securities offered through Osaic Wealth, Inc., Nicholas is also an insurance agent offering Accident and Health, Disability, and Fixed Life Insurance.
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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TN
01/24/2025 - Present
Osaic Wealth, Inc. (KNOXVILLE TN)
TN
07/22/2016 - 11/10/2017
MML INVESTORS SERVICES, LLC (Knoxville TN)
TN
03/10/2011 - 07/20/2016
LPL FINANCIAL LLC (KNOXVILLE TN)
TN
05/08/2008 - 03/16/2011
NFP SECURITIES, INC. (KNOXVILLE TN)
MO
07/28/2006 - 09/29/2006
AXA ADVISORS, LLC (SPRINGFIELD MO)
BC
Issued 08/15/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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