Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Iszard is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. in Costa Mesa, California, and is also licensed to practice in six other states. John's expertise lies in providing financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. His previous experience includes working for SAGEPOINT FINANCIAL, INC. in Costa Mesa, California, and SUNAMERICA SECURITIES, INC. in Phoenix, Arizona. He is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (Costa Mesa CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Costa Mesa CA)
AZ
12/23/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 10/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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