Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Clement Polachek is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with Osaic Wealth, Inc. John holds Series 7, Series 63, and Series 65 licenses. Previously, John was employed at SAGEPOINT FINANCIAL, INC. in Chicago, IL, SUNAMERICA SECURITIES, INC. in Phoenix, AZ, HORNOR, TOWNSEND & KENT, INC. in Horsham, PA, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY, both in Minneapolis, MN. John's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
IL
09/01/2023 - Present
Osaic Wealth, Inc. (CHICAGO IL)
IL
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CHICAGO IL)
AZ
02/18/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
PA
02/01/1999 - 04/14/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MN
03/22/1993 - 02/22/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/22/1993 - 02/22/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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