Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Douglas Messer is a financial professional with over 20 years of experience in the industry. John has a strong track record of providing financial advice to individuals, families, and businesses. Currently, John Messer is an advisor at Osaic Wealth, Inc., a financial services firm based in Scottsdale, AZ. Prior to joining Osaic Wealth, Inc., John worked at several other firms, including CETERA ADVISORS LLC, NEXT FINANCIAL GROUP, INC., WATERSTONE FINANCIAL GROUP, INC., WESTMINSTER FINANCIAL SECURITIES, INC., INVESTORS CAPITAL CORP., and WASHINGTON SQUARE SECURITIES, INC. John Messer specializes in a wide range of financial planning services.
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
06/28/2018 - Present
Osaic Wealth, Inc. (PANAMA CITY FL)
FL
01/28/2011 - 08/28/2018
CETERA ADVISORS LLC (PANAMA CITY FL)
FL
08/03/2009 - 02/02/2011
NEXT FINANCIAL GROUP, INC. (PANAMA CITY FL)
FL
03/09/2006 - 08/03/2009
WATERSTONE FINANCIAL GROUP, INC. (PANAMA CITY FL)
FL
10/27/2003 - 03/02/2006
WESTMINSTER FINANCIAL SECURITIES, INC. (PANAMA CITY FL)
MA
07/25/2000 - 10/31/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
CT
08/27/1999 - 07/26/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BC
Issued 05/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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