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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 Martin Fitzgerald is a financial advisor with Osaic Wealth, Inc. based in Fresno, CA. John has been a financial advisor since 1996, and holds licenses to advise on both investments and insurance. John has worked in the financial industry for over 27 years. John has a strong background in helping individuals and families achieve their financial goals. He is dedicated to providing personalized service and a tailored approach to meet his clients' needs. John's expertise includes financial planning, retirement planning, and investment management. He is committed to providing clients with the information and resources they need to make informed financial decisions. John specializes in working with individuals, families, and businesses. John is a registered representative and investment advisor with Securities America, Inc. and Osaic Wealth, Inc. He is also a member of the Financial Industry Regulatory Authority (FINRA).
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (FRESNO CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (FRESNO CA)
CA
11/04/2011 - 12/08/2016
FOOTHILL SECURITIES, INC. (FRESNO CA)
CA
11/25/2009 - 06/28/2010
NORTH GLOBAL SECURITIES, INC. (NEWPORT BEACH CA)
CA
06/11/2008 - 10/26/2009
ING INVESTMENT ADVISORS, LLC (PLEASANTON CA)
CT
07/17/1986 - 10/09/1998
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IA
Issued 08/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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