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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 Mason Burris is an active investment advisor representative registered with the state of Virginia. John Burris currently works at Osaic Wealth, Inc., a firm with offices in Scottsdale, Arizona, and has been in the industry since 1994. Previously, John Burris worked at Securities America, Inc., Investors Security Company, Inc. and Scott & Stringfellow, Inc. John Burris is licensed to provide investment advisory services in Arizona, Florida, Georgia, North Carolina, and Virginia. John Burris has a total of 5 approved registrations. John Burris has passed the Series 63, 65, 7, 31 and SIE exams. John Burris's current registrations include Securities America, Inc. and Osaic Wealth, Inc. Osaic Wealth, Inc. is an investment firm providing financial planning, pension consulting, and portfolio management services 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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (HAMPTON VA)
VA
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (CHESAPEAKE VA)
VA
06/02/1997 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (CHESAPEAKE VA)
VA
03/22/1996 - 04/30/1997
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NY
09/07/1994 - 04/02/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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