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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 Moran is a financial advisor with over 20 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc. and MML Investors Services, LLC. John has a diverse set of credentials, including Series 6, 7, 63, and 65 licenses, as well as the SIE exam. John is also a Certified Financial Planner. John has a broad range of expertise, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. John is currently registered in 20 states and has a strong track record of helping 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
VA
06/20/2024 - Present
Osaic Wealth, Inc. (LEESBURG VA)
IL
07/18/2014 - 06/14/2024
SECURITIES AMERICA, INC. (PARK RIDGE IL)
IL
06/16/2003 - 07/25/2014
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IA
Issued 07/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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