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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 Killoran Bahr is an investment advisor representative with Osaic Wealth, Inc. John has been in the securities industry since January 13, 1994. John is currently registered with the state of North Carolina and holds a Series 65, 63, 8, 7, 31 and SIE. John is licensed to offer financial planning, educational seminars, selection of other advisors, pension consulting, portfolio management for businesses and portfolio management for individuals.
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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NC
11/03/2023 - Present
Osaic Wealth, Inc. (CHAPEL HILL NC)
NC
07/06/2018 - 11/03/2023
FSC SECURITIES CORPORATION (CHAPEL HILL NC)
NC
12/14/2012 - 07/11/2018
WELLS FARGO CLEARING SERVICES, LLC (CHAPEL HILL NC)
NC
02/17/2006 - 12/19/2012
RAYMOND JAMES & ASSOCIATES, INC. (CHAPEL HILL NC)
TX
08/21/1997 - 03/01/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
10/18/1996 - 08/05/1997
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
MN
10/16/1996 - 10/30/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/16/1996 - 10/30/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NC
09/10/1996 - 10/28/1996
PEGASUS CAPITAL INVESTMENTS LC (GREENSBORO NC)
NY
11/19/1993 - 07/30/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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