Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Erle Stith is a registered representative and investment advisor representative with over 23 years of experience in the financial services industry. John has worked with Osaic Wealth, Inc. since 2024. Prior to that, John was employed by Walnut Street Securities, Inc., and Nathan & Lewis Securities, Inc. John is licensed to provide financial services in a number of states including New York, California, Minnesota, North Carolina, and more. John offers a variety of financial services including financial planning, portfolio management, pension consulting, and educational seminars.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (W. AMHERST NY)
CA
08/01/2003 - 02/21/2006
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
04/03/2000 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 10/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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