Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Steven Feledy is a financial advisor who has been in the industry since April 2, 2013. Nicholas is currently registered with Osaic FS, Inc. Nicholas has passed the Series 6, Series 63, Series 65 and SIE exams. Nicholas is registered in the states of Iowa, Illinois, Kentucky and has a total of 3 approved state registrations. Nicholas's current employment is with Osaic FS, Inc., located in Clive, IA. Osaic FS, Inc. is an investment advisor registered with the SEC and offers financial planning, portfolio management for individuals, businesses and other investment advisors, as well as other advisory services. Osaic FS, Inc. has approximately $4,483,164,358 in regulatory assets under management.
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.
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.
Retirement plan consulting services provided on limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
04/12/2017 - Present
Osaic FS, Inc. (CLIVE IA)
IA
Issued 03/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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