Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn D. Coscia is an investment advisor representative associated with Osaic Wealth, Inc., a registered investment advisor based in Scottsdale, AZ. John has been in the financial services industry since 1997 and has held positions with several firms, including American Portfolios Financial Services, Inc. and Invest Financial Corporation. John is currently registered as an investment advisor representative in several states, including Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina and Texas. John holds the Series 7, Series 63, Series 65, Series 72 and SIE securities licenses.
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
07/28/2023 - Present
Osaic Wealth, Inc. (STATEN ISLAND NY)
NY
12/09/2013 - 05/04/2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (STATEN ISLAND NY)
NJ
11/07/2008 - 12/12/2013
INVEST FINANCIAL CORPORATION (OLD BRIDGE NJ)
NY
12/02/2002 - 11/13/2008
ROYAL ALLIANCE ASSOCIATES, INC. (STATEN ISLAND NY)
NY
01/14/1999 - 12/02/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
12/12/1997 - 01/14/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
04/10/1997 - 10/31/1997
R.D. WHITE & CO., INC. (NEW YORK NY)
IA
Issued 04/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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