Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kwasny is a financial advisor registered with Osaic Wealth, Inc. John has over 30 years of experience in the financial services industry. John is currently registered in 28 states for both broker-dealer and investment advisor activities. John is a Series 6, 7, 22, 26, 63 and 65 licensed representative. John provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. John is licensed to work with charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. John has worked at Osaic Wealth, Inc. since January 2024, prior to that John worked at Woodbury Financial Services, Inc. and World Equity Group, Inc.
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
IL
03/04/2024 - Present
Osaic Wealth, Inc. (CHICAGO HEIGHTS IL)
IL
05/23/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHICAGO HEIGHTS IL)
IL
08/24/2007 - 05/23/2013
WORLD EQUITY GROUP, INC. (LANSING IL)
IL
08/03/2007 - 08/30/2007
WORLD GROUP SECURITIES, INC. (WEST CHICAGO IL)
IL
05/17/2002 - 07/31/2007
WORLD EQUITY GROUP, INC. (ORLAND PARK IL)
GA
04/12/2002 - 05/29/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
05/11/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
08/16/1989 - 04/11/2000
PFS INVESTMENTS INC. (DULUTH GA)
NA
08/20/1982 - 10/13/1982
MCCOIN, SAGE & COMPANY
IA
Issued 07/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/18/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure John Kwasny is the right advisor for you? Invested Better is here to help.
