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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nick? Claim Your ProfileNick Kounios is a financial advisor in MOUNT KISCO, NY. Nick is registered with Osaic Wealth, Inc. and has been in the industry since September 28, 2003. Nick provides financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars. Nick is also registered with the states of California, Colorado, Connecticut, Delaware, Florida, Georgia, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Puerto Rico, Rhode Island, and South Carolina.
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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NY
04/26/2021 - Present
Osaic Wealth, Inc. (MOUNT KISCO NY)
BC
Issued 06/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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