Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Charbonneau is an investment advisor representative registered with Osaic Institutions, Inc. located in Meriden, CT. John has been in the industry since May 2004 and has held previous positions with HARVEST CAPITAL LLC, METLIFE SECURITIES INC., ROYAL ALLIANCE ASSOCIATES, INC., and NATIONAL PLANNING CORPORATION. John holds the Series 6, Series 63, and SIE licenses. John specializes in providing financial planning, pension consulting, and portfolio management services to individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
11/20/2013 - Present
Osaic Institutions, Inc. (MERIDEN CT)
CT
01/10/2013 - 11/20/2013
HARVEST CAPITAL LLC (WETHERSFIELD CT)
CT
08/20/2010 - 01/09/2013
METLIFE SECURITIES INC. (SHELTON CT)
CT
04/28/2006 - 08/18/2010
ROYAL ALLIANCE ASSOCIATES, INC. (NEWINGTON CT)
CA
05/12/2004 - 04/28/2006
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 05/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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