Unclaimed
John Lewis Good is a financial advisor with over 14 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. in Pennsylvania and Virginia. John previously worked with Securities America, Inc. in Pennsylvania. John holds both Series 63 and 65 licenses, as well as Series 7 and SIE. John offers a variety of financial services including financial planning, portfolio management, and pension consulting. John also provides educational seminars to his clients. John has experience working with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. John is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (REINHOLDS PA)
PA
02/03/2014 - 06/14/2024
SECURITIES AMERICA, INC. (REINHOLDS PA)
PA
09/16/2010 - 01/24/2014
SECURITIES AMERICA, INC. (LANCASTER PA)
IA
Issued 06/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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