Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Zerbee is a financial professional with over 30 years of experience in the industry. John has been registered with the Securities and Exchange Commission (SEC) since 1991 and holds several licenses, including the Series 6, Series 63 and Series 65. John currently works as a Registered Investment Advisor Representative with Osaic Wealth, Inc. John has previous experience with Securities America, Inc. and Sunamerica Securities, Inc. John has a strong background in providing investment advice to individuals and businesses.
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.
1
2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (ALTOONA PA)
PA
07/19/2001 - 06/14/2024
SECURITIES AMERICA, INC. (ALTOONA PA)
AZ
05/19/1992 - 07/24/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
09/18/1991 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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