Unclaimed
John Chitwood is a financial advisor with over 30 years of experience in the industry. John currently works for Osaic Wealth, Inc. John has a strong background in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. John is also registered to provide investment advisory services in 52 states and the District of Columbia.
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
AZ
10/02/2013 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
10/31/2005 - 09/24/2013
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
02/25/2010 - 07/12/2012
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/25/2010 - 07/12/2012
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
10/01/2007 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AZ
11/12/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
01/22/2003 - 12/31/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
01/22/2003 - 12/31/2004
SPELMAN & CO., INC. (PHOENIX AZ)
CT
08/18/1998 - 08/17/1999
PILGRIM SECURITIES, INC. (WINDSOR CT)
CA
01/27/1992 - 05/28/1998
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
NY
08/09/1990 - 11/30/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/09/1990 - 11/30/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 08/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/28/2005
Series 4 - Registered Options Principal Examination
BC
Issued 12/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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