Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Fitzgerald Stokes is a financial advisor with Osaic Wealth, Inc., based in Irvine, California. Stokes has over 20 years of experience in the financial services industry and holds licenses in several states, including California, Florida, and Texas. Stokes specializes in providing financial planning, investment management, and pension consulting services for both individuals and businesses. Stokes is also the owner of Newport FC, a soccer team in the UPSL league.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (IRVINE CA)
CA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (IRVINE CA)
CA
02/26/2009 - 07/17/2020
INVESTACORP, INC. (IRVINE CA)
CA
06/26/2007 - 02/26/2009
SECURITIES AMERICA, INC. (NEWPORT BEACH CA)
CA
08/15/2005 - 06/26/2007
BROOKSTREET SECURITIES CORPORATION (NEWPORT BEACH CA)
SC
09/03/2004 - 08/19/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
01/08/2001 - 09/08/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/08/2001 - 09/08/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Stokes is the right advisor for you? Invested Better is here to help.
