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 McAvoy is a financial advisor with over 30 years of experience in the industry. John currently works at Osaic Wealth, Inc. based in Needham Heights, MA. John holds licenses to provide financial and investment advice in 21 states. Before joining Osaic Wealth, Inc., John was associated with Signator Investors, Inc., Investors Capital Corp., Davinci Capital Management Inc., Washington Square Securities, Inc., 1717 Capital Management Company, American Express Financial Advisors Inc., and IDS Life Insurance Company. John is also a Certified Financial Planner and has experience providing insurance solutions to clients.
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
11/02/2018 - Present
Osaic Wealth, Inc. (NEEDHAM HEIGHTS MA)
MA
11/06/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEEDHAM HEIGHTS MA)
MA
06/23/2005 - 11/13/2015
INVESTORS CAPITAL CORP. (CANTON MA)
MA
09/24/1999 - 06/30/2005
DAVINCI CAPITAL MANAGEMENT INC. (CAMBRIDGE MA)
CT
02/12/1999 - 09/22/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
DE
12/18/1995 - 02/09/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MN
06/25/1992 - 01/03/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/25/1992 - 01/03/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/07/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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