Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kevin Osborne is a financial advisor at LPL Financial LLC, where John has been employed since July 2019. John has been in the financial services industry since August 2009. John is registered with FINRA and the state of Florida and holds the Series 7, Series 66, and SIE licenses. In addition to John's work at LPL Financial LLC, John also works with Lakeland Investment Services, which is a DBA for John's LPL Financial LLC business, and provides non-variable insurance services as part of John's business. John has previously worked with Wells Fargo Clearing Services, LLC, SunTrust Investment Services, Inc., BB&T Investment Services, Inc., Waddell & Reed, Inc., and Edward Jones. John is also a business market developer for Mid State Industrial Maintenance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/09/2019 - Present
LPL Financial LLC (LAKELAND FL)
FL
05/27/2015 - 07/10/2019
WELLS FARGO CLEARING SERVICES, LLC (LAKELAND FL)
FL
04/04/2012 - 06/02/2015
SUNTRUST INVESTMENT SERVICES, INC. (LAKELAND FL)
FL
01/20/2010 - 03/27/2012
BB&T INVESTMENT SERVICES, INC. (WINTER HAVEN FL)
FL
09/24/2009 - 01/05/2010
WADDELL & REED, INC. (ST. PETERSBURG FL)
FL
06/23/2009 - 08/21/2009
EDWARD JONES (LAKELAND FL)
BOTH
Issued 07/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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