Unclaimed
Nicholas Rostykus is a financial advisor with Onedigital Investment Advisors. Nicholas has been in the industry since 2010. Nicholas has a Series 6, Series 7, and Series 63 license, as well as a Series 65 license. Nicholas holds the Certified Financial Planner designation. Nicholas is registered with the state of Oklahoma and Texas to provide investment advisory services. Nicholas also has experience working with Royal Alliance Associates, Inc. and Signator Investors, Inc.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
01/23/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
TX
11/02/2018 - 02/25/2020
ROYAL ALLIANCE ASSOCIATES, INC. (DALLAS TX)
TX
09/13/2010 - 11/02/2018
SIGNATOR INVESTORS, INC. (DALLAS TX)
IA
Issued 02/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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