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Nicholas A Trajkovski

Osaic Wealth, Inc.

Merrillville, IN

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2018-02-23
FL RA APPROVED 2017-06-01
WI RA APPROVED 2012-05-21
VA RA APPROVED 2012-02-01
IL RA APPROVED 2009-02-18
IN RA APPROVED 2007-11-07
  • MN RA
    APPROVED
    Since 2018-02-23
  • FL RA
    APPROVED
    Since 2017-06-01
  • WI RA
    APPROVED
    Since 2012-05-21
  • VA RA
    APPROVED
    Since 2012-02-01
  • IL RA
    APPROVED
    Since 2009-02-18
  • IN RA
    APPROVED
    Since 2007-11-07

Branch Locations

1308 E. 85Th Avenue, Merrillville, IN 46410 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Osaic Wealth, Inc. Merrillville IN 10/2007 Present
Previous Registrations
Other Businesses

1. TRAJKOVSKI FINANCIAL SERVICES POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2000 ADDRESS: 1308 E. 85th Ave, Merrillville IN 46410, United States DESCRIPTION: FIXED LIFE & HEALTH INSURANCE SALES. MY INSURANCE SALES ARE ONLY IN LIFE INSURANCE SALES. I ONLY SELL TWO TO THREE POLICIES PER YEAR. IT IS TERM LIFE AND IS ONLY TO PEOPLE WHO ASK FOR IT. I DO SELL TERM LIFE TO CLIENTS WHICH ARE ALSO SECURITIES INVESTED. I DO NOT ACTIVLY SEEK OUT CLIENTS,ONLY SELL TERM LIFE TO CLIENTS IN NEED OF INSURANCE THAT ASK ME FOR IT. I will do fixed annuities when appropriate for the client. 2. 1300 EAST 85TH, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2016 ADDRESS: 1308 E. 85th Ave, Merrillville IN 46410, United States DESCRIPTION: This entity owns the building my office is located in, and other spaces are rented out to other tenants. 3. PRIVATE CLIENT ADVISORS, LLC POSITION: President NATURE: It is an LLC that was formed when I went independent as an advisor. It is registered with the state of Indiana. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2007 ADDRESS: 1308 E. 85th Ave, Merrillville IN 46410, United States DESCRIPTION: It is just an LLC that was formed, when advised by my attorney, when I went independent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-13
  • S66 Uniform Combined State Law Examination
    2000-07-13
Other Names
  • Nicholas Anastas Trajkovski

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