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 40 years of experience in the industry. John is currently affiliated with OSAIC WEALTH, INC., and works from their Victor, NY and Watertown, NY offices. John has held previous roles at 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., Paine Webber Incorporated and E. F. Hutton & Company Inc. John has a broad range of experience and holds several licenses and certifications including Series 65, Series 63, Series 53, Series 24, SIE and Series 7. John is registered to provide financial advice and securities services to clients in over 20 states, including New York, California and Florida. John provides financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management services to individuals, businesses and pooled investment vehicles.
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 7/7/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/27/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/6/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/23/1977
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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