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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 Lee Wilson is a financial advisor with Osaic Wealth, Inc., and has been in the industry since 1999. John holds the Series 63, Series 66 and Series 7 licenses. John currently holds registrations in 11 states. John also offers health insurance, commission-based group benefits, disability insurance, fixed/indexed annuities, long-term care insurance, and service fee-based group benefits. John's specialties include: financial planning, portfolio management for individuals, portfolio management for businesses, pension consulting, selection of other advisors, and educational seminars. John's main office is located in Houston, TX.
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
TX
01/24/2025 - Present
Osaic Wealth, Inc. (HOUSTON TX)
IN
12/06/2002 - 05/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
07/30/1990 - 10/30/1993
TEXAS COMMERCE BROKERAGE COMPANY
BOTH
Issued 12/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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