Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mark Tully is a financial advisor with over 29 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. in Nebraska, North Carolina and Texas. John has also held previous registrations with Securities America, Inc., MetLife Securities Inc. and Investcorp, Inc. John is a Series 7, Series 24, Series 63, and Series 66 licensed professional. John specializes in financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. John also provides advisory services as needed for clients.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
04/25/2016 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NE
03/06/2013 - 04/27/2016
METLIFE SECURITIES INC. (OMAHA NE)
NE
12/15/1994 - 03/07/2013
INVESTACORP, INC. (OMAHA NE)
BOTH
Issued 06/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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