Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nickolas? Claim Your ProfileNickolas Ohara is a financial advisor with over five years of experience in the financial services industry. Nickolas is a CERTIFIED FINANCIAL PLANNER™ professional and currently works for Osaic Wealth, Inc. Nickolas is registered with the Securities and Exchange Commission (SEC) and holds Series 7, 66, and SIE licenses. Nickolas has a broad range of experience, having worked with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, businesses, and charitable organizations. Nickolas works with clients to develop and implement comprehensive financial plans tailored to their specific needs. Osaic Wealth, Inc. offers a wide range of services, including portfolio management, financial planning, educational seminars, selection of other advisors, and pension consulting. The firm has been in business for over 20 years and has a strong reputation for providing high-quality financial 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.
1
2
CO
09/01/2023 - Present
Osaic Wealth, Inc. (ASPEN CO)
CO
01/24/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ASPEN CO)
BOTH
Issued 06/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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