Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Wilkinson is a financial advisor with Osaic Wealth, Inc. with over 28 years of experience in the financial industry. John is registered with FINRA and has a Series 6, 7, and 63 license, along with the SIE. John is also licensed in Florida, Michigan, and New York. John previously worked with Woodbury Financial Services, Inc., Signator Investors, Inc., and New England Securities. In addition to his financial advisory role, John is also involved in various other businesses, including the sale of health insurance and the ownership of a rental property. John is committed to providing exceptional service and guidance to his clients, helping them achieve their financial goals.
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
MI
01/19/2024 - Present
Osaic Wealth, Inc. (AUBURN HILLS MI)
MI
04/29/2008 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (AUBURN HILLS MI)
MA
05/16/2001 - 08/11/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
07/10/1991 - 05/09/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 06/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Wilkinson is the right advisor for you? Invested Better is here to help.
