Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Jay Meneely is an investment advisor representative associated with Osaic Wealth, Inc. John has been in the securities industry since August 30, 1985. John's current registration with Osaic Wealth, Inc. began on June 14, 2024. John has been registered with Securities America, Inc. and Sunset Financial Services, Inc. in the past. John offers financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses. John has an office in Kansas City, MO.
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
MO
06/14/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
NE
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NE
01/25/2008 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (OMAHA NE)
NE
05/24/1995 - 12/20/2007
SUNSET FINANCIAL SERVICES, INC. (OMAHA NE)
NA
04/17/1989 - 05/02/1995
FIDELITY EQUITY SERVICES CORPORATION
AZ
03/02/1987 - 01/18/1989
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
NA
12/19/1984 - 11/10/1986
BLN INVESTMENT CORP.
IA
Issued 08/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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