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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 Schorse is an investment advisor representative with Osaic Wealth, Inc., based in Oshkosh, WI. John has been working in the financial services industry since 1986 and has held previous positions with firms such as Woodbury Financial Services, Inc. and FSC Securities Corporation. John holds the Series 63, Series 65, Series 7 and SIE licenses and is a Certified Financial Planner. Osaic Wealth, Inc. has 4326 licensed agents, 4617 investment advisor representatives, and 5034 registered representatives. They work with a range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. John's specializations include financial planning, portfolio management, and retirement planning.
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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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (OSHKOSH WI)
WI
07/07/2009 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OSHKOSH WI)
WI
08/02/2007 - 07/09/2009
SII INVESTMENTS, INC. (OSHKOSH WI)
WI
12/19/2001 - 08/03/2007
FSC SECURITIES CORPORATION (OSHKOSH WI)
OH
02/06/1996 - 12/19/2001
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
WI
02/12/1987 - 01/11/1996
WFG SECURITIES CORPORATION (MIDDLETON WI)
NA
05/04/1987 - 12/19/1989
PENN MUTUAL EQUITY SERVICES, INC.
PA
08/20/1986 - 12/19/1989
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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