Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norma? Claim Your ProfileNorma Sims is a financial advisor with Osaic Wealth, Inc. based in DeMotte, Indiana. Norma has over 20 years of experience in the financial services industry. Norma is a registered representative and investment advisor. She is also a licensed insurance agent. Norma is committed to helping her clients achieve their financial goals through a variety of financial planning services.
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
IN
06/14/2024 - Present
Osaic Wealth, Inc. (DEMOTTE IN)
IN
12/14/2018 - 06/14/2024
SECURITIES AMERICA, INC. (DEMOTTE IN)
IN
02/12/2016 - 01/03/2019
J.P. MORGAN SECURITIES LLC (HOBART IN)
IN
10/01/2012 - 07/14/2015
J.P. MORGAN SECURITIES LLC (CHESTERTON IN)
IL
06/24/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
10/17/2003 - 05/02/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
01/25/2001 - 10/09/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 04/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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