Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicky? Claim Your ProfileNicky Alva Witte is a financial advisor in Watertown, Wisconsin, and has been in the financial services industry since August 1990. Nicky Witte is currently employed by Osaic Wealth, Inc., a firm with a strong commitment to providing financial planning, portfolio management, and pension consulting services to a diverse range of clients. Nicky Witte has held prior positions with firms such as Woodbury Financial Services, Inc., SII Investments, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company.
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
WI
01/19/2024 - Present
Osaic Wealth, Inc. (WATERTOWN WI)
WI
11/01/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WATERTOWN WI)
WI
04/29/2013 - 11/01/2017
SII INVESTMENTS, INC. (WATERTOWN WI)
WI
12/14/1990 - 05/03/2013
AMERIPRISE FINANCIAL SERVICES, INC. (WATERTOWN WI)
MN
12/14/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
03/20/1990 - 07/02/1990
BLINDER, ROBINSON & CO., INC.
BC
Issued 03/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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