Unclaimed
John Slyman is a financial advisor with over 25 years of experience in the industry. John is registered with Osaic Wealth, Inc. and Signature Equity Partners, LLC. John has a diverse background in the financial services industry and holds Series 6, 26, 63 and 65 licenses. John is committed to providing his clients with personalized financial planning and investment advice to help them 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.
1
2
OH
01/29/2024 - Present
Osaic Wealth, Inc. (WESTERVILLE OH)
OH
07/09/2020 - 01/08/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Westerville OH)
OH
01/27/2010 - 07/01/2020
NATIONWIDE SECURITIES, LLC (GAHANNA OH)
PA
09/14/2004 - 02/10/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
OH
02/14/1997 - 07/01/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BC
Issued 01/03/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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