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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 Joseph Lewis is a financial professional with over 30 years of experience in the industry. John is currently a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. and has been with the firm since August 1994. Prior to joining Osaic Wealth, Inc., John was a Registered Representative at FINANCIAL NETWORK INVESTMENT CORPORATION. John has a strong track record of success in providing financial advice to individual investors, corporations, and charitable organizations. John holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. He is also a Registered Representative with the FINRA. John's clients appreciate his personalized approach and his commitment to helping them 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
09/19/2012 - Present
Osaic Wealth, Inc. (SANTA ANA CA)
CA
04/22/1991 - 09/06/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
12/26/1986 - 12/31/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 06/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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