Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJohn Graydon Coghlan is an investment advisor representative with Osaic Wealth, Inc. John has been in the financial services industry since 1992 and has worked for several major firms in the industry including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lehman Brothers Inc. John is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63 and Series 65 licenses. John offers a range of services including financial planning, portfolio management, educational seminars and selection of other advisors.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
04/23/2002 - 06/14/2024
SECURITIES AMERICA, INC. (SAN DIEGO CA)
NY
07/02/1997 - 04/10/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 07/08/1997
SMITH BARNEY INC. (NEW YORK NY)
NA
06/20/1997 - 06/26/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NY
10/09/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure J Coghlan is the right advisor for you? Invested Better is here to help.
