Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Wondolowski is a financial advisor currently registered with Osaic Wealth, Inc. located in Torrance, California. Nicolas has worked in the financial industry since 2015 and holds the Series 63, 66, and 7 licenses as well as the SIE and Series 65 exams. Nicolas' previous firms include UBS Financial Services Inc., Fidelity Brokerage Services LLC, TD Ameritrade, Inc. and Securities America, Inc. Nicolas works with a wide variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities. Nicolas offers a variety of financial services including financial planning, portfolio management, and educational seminars.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (TORRANCE CA)
CA
09/29/2023 - 06/14/2024
SECURITIES AMERICA, INC. (TORRANCE CA)
CA
10/20/2022 - 03/27/2023
UBS FINANCIAL SERVICES INC. (Los Angeles CA)
CA
09/10/2019 - 09/02/2022
FIDELITY BROKERAGE SERVICES LLC (TORRANCE CA)
CA
09/12/2018 - 01/03/2019
TD AMERITRADE, INC. (SAN DIEGO CA)
CO
04/20/2015 - 04/10/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
IA
Issued 08/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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