Unclaimed
John Metzger is a financial advisor with Osaic Wealth, Inc. in Maumee, OH. John has over 10 years of experience in the financial services industry. John is a registered representative with FINRA and holds the Series 7, Series 66 and SIE licenses. John is also registered with the states of Arizona, California, Colorado, Florida, Illinois, Michigan, Missouri, North Carolina, Ohio, South Carolina, and Virginia. John has a Bachelor of Science degree in Business Administration from the University of Toledo. John is a member of the Phi Kappa Psi Fraternity and serves on the alumni board. John is also an insurance agent and holds a Life and Health Insurance license. John is committed to providing his clients with personalized financial advice and guidance.
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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OH
10/21/2024 - Present
Osaic Wealth, Inc. (MAUMEE OH)
BOTH
Issued 12/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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