Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Stebbins is a financial advisor with over 30 years of experience in the industry. Currently, John is registered with Osaic Wealth, Inc., and is actively serving clients in Connecticut, Maine, Massachusetts, New Hampshire, New Jersey, New York, and Rhode Island. Prior to joining Osaic Wealth, Inc., John held positions at Triad Advisors LLC, PFPC Distributors, Inc., Express Securities, Incorporated, and Allmerica Investments, Inc. John specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
MA
08/23/2024 - Present
Osaic Wealth, Inc. (SPRINGFIELD MA)
MA
07/12/2004 - 08/23/2024
TRIAD ADVISORS LLC (SPRINGFIELD MA)
ME
02/28/1997 - 07/09/2004
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
MA
09/06/1996 - 03/05/1997
EXPRESS SECURITIES, INCORPORATED (WESTBORO MA)
MA
11/18/1993 - 10/25/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 09/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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