Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Alexander Freislich is a financial advisor with over 45 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. and has held previous registrations with Securities America, Inc., Wall Street Financial Group, Inc., Addison Securities, Inc., Western Capital Financial Group, Key Investments Inc., Independent Financial Securities, Inc., A.G. Edwards & Sons, Inc., PaineWebber Incorporated and E.F. Hutton & Company Inc. John has extensive experience in providing financial advice to individuals, businesses, and institutions. John is a dedicated professional with a strong commitment to 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.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (WATERTOWN NY)
NY
01/29/1999 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (WATERTOWN NY)
TX
05/07/1996 - 12/23/1998
ADDISON SECURITIES, INC. (DALLAS TX)
NY
10/07/1996 - 07/07/1998
WESTERN CAPITAL FINANCIAL GROUP (NEW YORK NY)
OH
11/18/1992 - 06/28/1996
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
04/11/1992 - 12/31/1992
INDEPENDENT FINANCIAL SECURITIES, INC.
MO
01/22/1990 - 01/28/1992
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
11/11/1983 - 02/05/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
12/01/1976 - 11/11/1983
E. F. HUTTON & COMPANY INC
IA
Issued 07/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1977
PC - AMEX Put and Call Exam
BC
Issued 11/20/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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