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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 Marcus Rivera is a financial advisor with Osaic Wealth, Inc. based in WICHITA, KS. John Marcus Rivera has been in the financial industry since 2009 and is licensed in several states. John Marcus Rivera is a Certified Financial Planner and Chartered Financial Consultant. John Marcus Rivera specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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
KS
01/19/2024 - Present
Osaic Wealth, Inc. (WICHITA KS)
KS
06/01/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WICHITA KS)
KS
03/03/2009 - 06/03/2022
NYLIFE SECURITIES LLC (WICHITA KS)
IA
Issued 12/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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