Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Evans is a financial advisor with over 8 years of experience in the financial industry. John is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in Nebraska and Iowa. John previously worked with Securities America, Inc. in Omaha, Nebraska and State Farm VP Management Corp. in Bloomington, Illinois. John holds Series 6, 63 and 65 licenses as well as the SIE exam. John specializes in providing financial advice to individuals, businesses, and charitable organizations. John's areas of expertise include financial planning, retirement planning, college savings, and estate planning. John is committed to providing his clients with personalized financial advice and helping them 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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
03/14/2017 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
IL
07/20/2015 - 02/14/2017
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 08/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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