Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edmond Winston is a financial advisor with over 40 years of experience in the financial services industry. John is currently registered with Osaic Wealth, Inc., and has been with the firm since September 2023. Prior to that, John worked at SAGEPOINT FINANCIAL, INC., for 18 years and previously worked at SUNAMERICA SECURITIES, INC., for 13 years. John is a Certified Financial Planner and holds Series 7 and Series 65 licenses, as well as a Series 63 license. John's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting.
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
ID
09/01/2023 - Present
Osaic Wealth, Inc. (NAMPA ID)
ID
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NAMPA ID)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
11/16/1989 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
AZ
11/19/1989 - 12/18/1989
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/26/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/28/1982 - 07/12/1985
CAL-CAP SECURITIES, INC.
NA
02/23/1981 - 10/13/1982
WESCO SECURITIES, INC.
IA
Issued 02/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Winston is the right advisor for you? Invested Better is here to help.
