Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bolobanic is a registered representative with Osaic Wealth, Inc. John has been in the industry since August 2008 and holds a Series 66 license. John is licensed in Arizona, Connecticut, Delaware, Florida, Georgia, Massachusetts, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, and Washington. Osaic Wealth, Inc. is a firm with 4326 licensed agents and approximately 94557613744 in regulatory assets under management. They serve individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and state or municipal government entities. John's experience in the financial industry makes John a valuable resource for clients seeking financial advice.
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
01/13/2016 - Present
Osaic Wealth, Inc. (BROOKLYN NY)
BOTH
Issued 05/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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