Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Biddle is a financial advisor at Osaic Wealth, Inc., an SEC registered investment advisor headquartered in Scottsdale, Arizona. Nicholas has been a registered representative since 2003 and has held various roles in the financial services industry. Nicholas is a Certified Financial Planner™ professional and holds a variety of licenses, including the Series 6, 7, 24, and 63. Nicholas is currently registered in 22 states and 13 states for Investment Advisor representation. Nicholas has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Nicholas is committed to helping clients achieve their financial goals and works diligently to provide personalized advice.
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
FL
11/03/2023 - Present
Osaic Wealth, Inc. (ST PETE BEACH FL)
FL
10/17/2017 - 11/03/2023
FSC SECURITIES CORPORATION (ST PETE BEACH FL)
FL
08/31/2010 - 10/24/2017
NATIONAL PLANNING CORPORATION (ST. PETE BEACH FL)
FL
08/15/2005 - 08/26/2010
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
AL
10/14/2004 - 08/05/2005
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
AL
08/29/2003 - 10/13/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 10/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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