Unclaimed
John Daniel Sabio is an active investment advisor representative, registered with the state of Missouri and FINRA. John has been in the industry since 1983, providing financial planning and investment management services to individuals and businesses. John has a strong background in both securities and insurance, currently serving as a registered representative with Osaic Wealth, Inc. and an insurance agent with Sabio Financial & Insurance Services, LLC. In addition to his professional roles, John serves on the Executive Advisory Board of the Chaefitz School of Business at St. Louis University.
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
MO
06/14/2024 - Present
Osaic Wealth, Inc. (ST LOUIS MO)
MO
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (ST LOUIS MO)
MO
06/23/2004 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (ST LOUIS MO)
MA
10/15/2003 - 06/25/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/15/2003 - 06/25/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
AZ
11/19/1989 - 10/10/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/09/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/29/1985 - 01/19/1987
PLANVEST CAPITAL CORPORATION
NA
10/20/1983 - 02/19/1985
EQUITEC SECURITIES COMPANY
BC
Issued 09/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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