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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 Kevin Flaherty is a financial advisor with over 28 years of experience. John has been registered with Securities America, Inc. since 2000. He is currently registered as an Investment Advisor Representative for Osaic Wealth, Inc., a firm with over $94 billion in assets under management. John provides financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and charitable organizations.
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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IL
06/14/2024 - Present
Osaic Wealth, Inc. (CHICAGO IL)
IL
07/17/2000 - 06/14/2024
SECURITIES AMERICA, INC. (CHICAGO IL)
IL
05/28/2003 - 11/19/2003
HARRISON TRADING GROUP, LLC (CHICAGO IL)
IL
11/14/2002 - 11/19/2003
W.H. TRADING, L.L.C. (CHICAGO IL)
IL
09/23/2002 - 11/19/2003
DBS PARTNERS LP (NAPERVILLE IL)
IL
09/20/2002 - 11/19/2003
MALTMAN INVESTMENTS, LP (WINNETKA IL)
IL
09/20/2002 - 11/19/2003
SPECIALISTS DPM, LLC (CHICAGO IL)
GA
01/13/1998 - 07/18/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
IL
09/30/1994 - 01/21/1998
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 08/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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