Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Madrigal is a financial advisor at Osaic Wealth, Inc., a firm that manages over $94 billion in assets for both individuals and businesses. Nicolas holds the Series 66, Series 7TO and SIE licenses. Prior to joining Osaic Wealth, Inc., Nicolas worked as a financial advisor for Woodbury Financial Services, Inc. in East Peoria, IL. Nicolas has been a financial advisor for less than a year and is actively registered with both FINRA and the state of Illinois. Nicolas provides a variety of financial planning services including portfolio management, pension consulting and financial planning for individuals and businesses.
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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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (EAST PEORIA IL)
IL
08/24/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EAST PEORIA IL)
BOTH
Issued 12/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2023
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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