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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 Moran is a financial advisor with over 20 years of experience in the industry. John is registered with Osaic Wealth, Inc. and holds Series 6, 7TO, 63, and 65 licenses. John is a Certified Financial Planner™ professional and provides financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. He has a strong background in financial planning and investment management. John also serves as a city council alderman in Park Ridge, Illinois, and is a board member for the Junior Board of Lutheran General Hospital.
LEESBURG, VA
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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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 7/2/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/7/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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