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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Davenport Wiswell is a financial advisor with over 30 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. and has been with the firm since October 2024. John provides financial planning and portfolio management services to individuals, businesses, and institutional clients. John is also a registered investment advisor in several states. John has a strong track record of success in helping clients 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
FL
10/11/2024 - Present
Osaic Wealth, Inc. (Stuart FL)
FL
01/10/2003 - 09/27/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (JENSEN BEACH FL)
NY
04/05/2000 - 01/15/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/21/1993 - 04/05/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/22/1993 - 06/23/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/20/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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