Unclaimed
Nicole Wyskup is a financial advisor with over 30 years of experience in the financial services industry. Nicole is currently registered with Osaic Wealth, Inc. and holds Series 6, 7, 63, and 66 licenses. Nicole has previously worked with Sagepoint Financial, Inc., SunAmerica Securities, Inc., Financial Network Investment Corporation and Copeland Equities, Inc. Nicole specializes in providing financial planning, retirement planning and investment advisory services for individuals and businesses. Nicole is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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
TX
09/01/2023 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
AZ
07/23/1998 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
05/17/1995 - 07/02/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
06/16/1992 - 03/02/1995
COPELAND EQUITIES, INC. (SOMERSET NJ)
BOTH
Issued 07/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nicole Wyskup is the right advisor for you? Invested Better is here to help.