Invested Better
Unclaimed

Unclaimed

Unclaimed

John Mark Desarno

Osaic Institutions, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Mark Desarno

John Mark Desarno is a financial advisor with over 20 years of experience in the industry. John is currently registered with Osaic Institutions, Inc. in Virginia. John has worked with a variety of firms throughout their career, including PRUCO SECURITIES, LLC., THE LEADERS GROUP, INC., and LPL FINANCIAL LLC. John holds Series 66, Series 24, Series 7 and SIE licenses. They specialize in financial planning, portfolio management, and pension consulting. John has a wide range of experience in working with various client types including high net worth individuals, corporations and individuals other than high net worth.

Firm Information

John Desarno is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

solicitation services for other advisers

Solicitation services for other advisers

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Desarno’s Registration & Firm History

VA

08/16/2023 - Present

Osaic Institutions, Inc. (Leesburg VA)

FL

05/31/2022 - 08/24/2023

PRUCO SECURITIES, LLC. (Fort Myers FL)

FL

08/25/2021 - 06/07/2022

THE LEADERS GROUP, INC. (Jacksonville FL)

GA

03/25/2020 - 03/31/2021

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (Alpharetta GA)

NJ

09/01/2015 - 03/31/2020

PRUCO SECURITIES, LLC. (NEWARK NJ)

FL

05/01/2013 - 09/08/2015

LPL FINANCIAL LLC (FORT MYERS FL)

FL

03/30/2012 - 05/09/2013

PARK AVENUE SECURITIES LLC (FT MYERS FL)

FL

12/19/2008 - 03/23/2012

METLIFE SECURITIES INC. (FT. MYERS FL)

VA

03/06/2003 - 12/18/2008

AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)

MN

03/06/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if John Mark Desarno is right for you?

Licenses & Designations

BOTH

Issued 05/27/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Mark Desarno.
Not sure if John Mark Desarno is right for you?