Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Short is a financial advisor at Osaic Wealth, Inc. John has over 35 years of experience in the financial services industry. John has a strong background in financial planning, portfolio management, and retirement planning. John is committed to providing personalized financial advice to help individuals and families achieve their financial goals. John holds the Series 6, 7, 24, and 63 licenses, as well as the SIE. John is also a Certified Financial Planner. John is dedicated to providing clients with the highest level of service and expertise.
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
NC
06/14/2024 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (RALEIGH NC)
NC
12/16/1998 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Morrisville NC)
WI
09/02/1997 - 01/04/1999
SII INVESTMENTS, INC. (APPLETON WI)
FL
05/11/1995 - 09/08/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MA
09/02/1994 - 05/10/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IN
03/24/1993 - 09/02/1994
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
PA
04/28/1992 - 03/24/1993
CIGNA SECURITIES, INC. (RADNOR PA)
NJ
10/29/1986 - 01/27/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 04/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Short is the right advisor for you? Invested Better is here to help.
