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 Donovan is an experienced financial advisor with over 30 years of experience in the industry. Currently, John is a registered representative of Osaic Wealth, Inc. and has been with the firm since June 2024. Prior to joining Osaic Wealth, Inc., John worked at Securities America, Inc. for 10 years, and before that, was with Lincoln Financial Advisors Corporation for over 12 years. John holds both Series 63 and 65 licenses, as well as Series 6 and 7 licenses. John's expertise includes financial planning, portfolio management, and pension consulting, and he provides services to individuals, corporations, and institutions.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (PLANO TX)
TX
10/31/2014 - 06/14/2024
SECURITIES AMERICA, INC. (PLANO TX)
TX
11/21/2002 - 11/13/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (Dallas TX)
IN
11/21/2002 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
08/14/2000 - 12/16/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
11/01/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
04/22/1992 - 10/29/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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