Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Prece is an experienced financial advisor with over 13 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. in Florida. John has previously been employed with several other firms, including B. Riley Wealth Management, National Securities Corporation, Northwestern Mutual Investment Services, LLC, and SagePoint Financial, Inc. John specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. John also offers investment-related services, including fixed insurance and health insurance.
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
FL
09/01/2023 - Present
Osaic Wealth, Inc. (FORT LAUDERDALE FL)
FL
01/17/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
07/22/2022 - 01/17/2023
B. RILEY WEALTH MANAGEMENT (BOCA RATON FL)
FL
05/10/2019 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
12/02/2009 - 05/14/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOCA RATON FL)
BOTH
Issued 02/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/11/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/05/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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