Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Nick has been in the financial services industry since 1977. Paul Nick currently works with Osaic Wealth, Inc., which has offices in Chicago, IL and Vero Beach, FL. Paul Nick is a licensed agent in Florida and Illinois. In addition to working with Osaic Wealth, Inc., Paul Nick also owns an insurance business selling various types of insurance. Paul Nick has experience working in the industry for several firms. Paul Nick has the Series 63, Series 7TO, SIE, Series 2 and Series 1 licenses. Paul Nick has experience working with clients of all types, including individuals, high net worth individuals, corporations, pension plans, charitable organizations, and others.
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
IL
01/24/2025 - Present
Osaic Wealth, Inc. (CHICAGO IL)
IN
08/29/2000 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
01/03/1977 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 09/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 12/22/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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