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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 Mark Orear is an investment advisor representative with Osaic Wealth, Inc. John has been in the securities industry since 1987. John Mark Orear is registered with the Securities and Exchange Commission (SEC) and has passed the Series 63, Series 66, SIE, and Series 7 exams. John Mark Orear has worked for several firms in the past including SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. John Mark Orear is currently registered with the SEC and the following states: Alabama and Texas.
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
TX
09/01/2023 - Present
Osaic Wealth, Inc. (FORT WORTH TX)
TX
06/03/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT WORTH TX)
AZ
09/26/1989 - 07/08/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
01/21/1987 - 10/30/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 06/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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