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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 Andrew Legner is a financial advisor with Osaic Wealth, Inc. John is a registered representative with over 30 years of experience in the financial services industry. John holds the Series 6, 7, 24, 26, 63 and 66 securities licenses. John is also registered as an Investment Advisor Representative in Florida. John provides financial planning, investment management, and pension consulting services to individuals, families, and businesses.
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
FL
01/24/2025 - Present
Osaic Wealth, Inc. (SPRING HILL FL)
FL
02/04/1997 - 01/11/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
10/04/1996 - 01/31/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
GA
04/24/1996 - 09/24/1996
WMA SECURITIES, INC. (DULUTH GA)
SD
08/12/1992 - 04/26/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
05/07/1990 - 12/31/1990
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
03/11/1987 - 04/30/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BOTH
Issued 07/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1997
Series 24 - General Securities Principal Examination
BC
Issued 09/02/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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