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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Florian Rollins is a financial advisor with Osaic Wealth, Inc. John has been in the industry since 1999. John specializes in providing financial planning and investment management services to individuals, families, and businesses. John is also a registered investment advisor representative (IAR) in California. Prior to joining Osaic Wealth, Inc. John worked for Raymond James Financial Services, Inc., Allianz Life Financial Services, LLC, UBS Financial Services Inc., AXA Distributors, LLC, SunAmerica Capital Services, Inc., and Prudential Securities Incorporated.
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
CA
06/08/2016 - Present
Osaic Wealth, Inc. (Irvine CA)
FL
08/29/2012 - 10/14/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
CA
06/16/2010 - 08/25/2011
ALLIANZ LIFE FINANCIAL SERVICES, LLC (HUNTINGTON BEACH CA)
NJ
05/24/2007 - 10/13/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NC
03/23/2000 - 05/21/2007
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NJ
06/22/1999 - 03/31/2000
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
11/20/1996 - 06/18/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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