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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Adam Osten is a financial advisor registered with Blackrock Investment Management, LLC. John has been in the industry for over 10 years, and has experience in both brokerage and investment advisory services. John has been registered as an investment advisor representative with Blackrock Investment Management, LLC since 2023. Previously, John was registered with Eaton Vance Distributors, Inc. John has a Series 66 license, which allows him to provide investment advice in all states where he is registered. John has also earned Series 7TO and SIE licenses. John has a strong track record of providing investment advice and helping clients achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
09/22/2023 - Present
Blackrock Investment Management, LLC (Boston MA)
MA
10/07/2022 - 09/20/2023
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
02/12/2021 - 07/20/2021
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 05/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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