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 Franzago is a financial advisor with Osaic Wealth, Inc. based in West Dennis, MA. John has been in the financial services industry since 2006, and holds multiple licenses including Series 6, Series 7, Series 63 and Series 65. He offers financial planning, portfolio management and pension consulting services for individuals, families, and businesses. Prior to joining Osaic Wealth, John was registered with Citizens Securities, Inc., Santander Securities LLC, LPL Financial LLC and NYLIFE Securities LLC. John is also a Director with the Dennis Chamber of Commerce.
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
MA
07/14/2021 - Present
Osaic Wealth, Inc. (WEST DENNIS MA)
MA
12/16/2014 - 07/07/2021
CITIZENS SECURITIES, INC. (SO YARMOUTH MA)
MA
09/19/2012 - 12/03/2014
SANTANDER SECURITIES LLC (FALMOUTH MA)
MA
03/28/2012 - 09/19/2012
LPL FINANCIAL LLC (HYANNIS MA)
MA
10/10/2006 - 04/12/2012
NYLIFE SECURITIES LLC (HYANNIS MA)
IA
Issued 11/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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