Unclaimed
John Albert House is a financial advisor with over 40 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and previously worked with Cetera Advisor Networks LLC, Woodbury Financial Services, Inc. and Cigna Securities, Inc.. John specializes in providing financial advice to individuals, families, and businesses. He is a Chartered Financial Consultant and holds a Series 6, Series 22, Series 62, and Series 63 licenses. He also holds the SIE exam. John is passionate about helping his clients achieve their financial goals and believes in building long-term relationships based on trust and understanding.
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.
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2
AZ
01/19/2024 - Present
Osaic Wealth, Inc. (Prescott AZ)
CA
06/30/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ESCONDIDO CA)
CA
06/30/1993 - 07/01/2020
CETERA ADVISOR NETWORKS LLC (RANCHO SANTA FE CA)
PA
03/26/1984 - 07/07/1993
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 03/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2013
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/14/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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