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Adam K
Series 66
Hickory, NC
OSAIC
Adam Keisler is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corp. Outside of his advisory role, he serves as chairperson of the Endowment Committee at First United Methodist Church in Hickory, NC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports various investment programs and provides access to third-party managers and alternative investments through a multi-advisor platform.
Peter N
Series 66
Hickory, NC
OSAIC
Peter Nelson is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Spectrum Financial Inc. and Securities America Advisors. Outside of finance, Nelson serves as a board member and marketing committee chairperson for Exodus Homes, a nonprofit organization focused on helping individuals reintegrate into society after rehabilitation or incarceration. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers.
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