Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nick? Claim Your ProfileNick Cozzone is an active advisor with over 20 years of experience in the financial industry. Nick currently works at Osaic Wealth, Inc., a firm with a strong focus on financial planning, pension consulting, and portfolio management. Nick is licensed to provide investment advice in California and Texas. In addition to Osaic Wealth, Inc., Nick has also been registered with Woodbury Financial Services, Inc. and Princor Financial Services Corporation.
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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CA
01/19/2024 - Present
Osaic Wealth, Inc. (FRESNO CA)
CA
12/20/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FRESNO CA)
CA
07/03/2001 - 01/03/2007
PRINCOR FINANCIAL SERVICES CORPORATION (FRESNO CA)
IA
Issued 03/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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