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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Aguilera is an experienced financial professional with over 30 years of experience in the industry. John is a CERTIFIED FINANCIAL PLANNER™ professional and holds multiple licenses and certifications. John's career includes roles at a number of prominent financial institutions, including Sunset Financial Services, Inc., Washington Square Securities, Inc., and SagePoint Financial, Inc. John currently works with Osaic Wealth, Inc. as a Registered Representative and Investment Advisor Representative. John provides financial planning and wealth management services to individuals, families, and businesses. He is committed to helping his 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. (VISTA CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (VISTA CA)
AZ
01/18/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
07/17/1998 - 01/19/2005
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CT
06/13/1997 - 07/27/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
07/03/1990 - 06/18/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 03/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 02/02/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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