Nancy Jane Hite

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Boca Raton, FL
• 11/2018 → Present
  Osaic Wealth, Inc.
  Boca Raton, FL

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Boca Raton, FL
  Boca Raton, FL
  Gold River, CA
  Nashville, TN
• 2008-07-23 → 2016-05-13
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  Boca Raton, FL
  Boca Raton, FL
  Gold River, CA
• 2004-11-01 → 2008-07-25
  Walnut Street Securities, Inc.
  Boca Raton, FL
  Del Ray Beach, FL
  Boca Raton, FL
  Boca Raton, FL
• 2004-09-14 → 2004-09-30
  Osaic Wealth, Inc.
  Del Ray, FL
• 2004-06-07 → 2004-09-02
  High Mark Securities, Inc.
  Delray Beach, FL

Other Businesses

1) THE STRATEGIC WEALTH ADVISOR POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2020 ADDRESS: 1200 N. Federal Highway, Suite 200, Boca Raton FL 33432, United States DESCRIPTION: Sales/Marketing of Securities, Investment Advisory and Insurance Products. 2) AUTHOR--21ST CENTURY WEALTH BEYOND TAXES POSITION: Author NATURE: sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2022 ADDRESS: 1200 N. Federal Highway, Suite 200, Boca Raton FL 33432, United States DESCRIPTION: "21st Century Wealth Beyond Taxes" listed on website, email signature 3) AUTHOR--THE RETIREMENT MIRAGE...TIME TO THINK DIFFERENTLY POSITION: Author NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/15/2018 ADDRESS: 1200 N. Federal Highway, Suite 200, Boca Raton FL 33432, United States DESCRIPTION: Market my book: "The Retirement Mirage...Time to Think Differently" 4) STRATEGIC WEALTH INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 04/10/2024 ADDRESS: 1200 N. Federal Highway, Suite 300, Boca Raton FL 33432, United States DESCRIPTION: Sales/Marketing of fixed annuities, and non variable insurance, Term Insurance

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-15

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Nancy J Hite