Unclaimed
John C. Shankland is an investment advisor representative associated with Osaic Wealth, Inc. John's primary location is in OAK BROOK, IL and they are also registered to provide investment advisory services in Arizona, Colorado, Florida, Illinois and Virgin Islands. John has been in the securities industry since July 9, 1987. In addition to his work with Osaic Wealth, Inc., John is also a Registered Investment Advisor Representative with Securities America Advisors. John is experienced in a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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.
1
2
IL
06/14/2024 - Present
Osaic Wealth, Inc. (OAK BROOK IL)
IL
09/27/1991 - 06/14/2024
SECURITIES AMERICA, INC. (OAK BROOK IL)
KS
07/08/1987 - 09/24/1991
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 01/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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