Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Leo Parrott is a financial advisor registered with Osaic Wealth, Inc., located in Medford, New York. John has been in the industry since May 29, 1986. John is registered with FINRA as a general securities principal and a general securities representative. John is also licensed as an investment advisor in New York. John provides financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors.
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
NY
04/26/2021 - Present
Osaic Wealth, Inc. (MEDFORD NY)
NA
09/28/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NY
10/15/1986 - 10/01/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/30/1986 - 10/23/1986
JAMES J. DUANE & CO., INC.
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/28/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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