Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Matthew Rhoades has been in the financial services industry since 1986 and is currently registered with Osaic Wealth, Inc.. John has experience working with a variety of clients, including high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. John is committed to providing personalized financial advice and services to help clients achieve their financial goals.
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. (COLLEYVILLE TX)
TX
04/29/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (COLLEYVILLE TX)
FL
03/27/2009 - 01/08/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
NC
01/29/2007 - 04/22/2008
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
FL
08/08/1996 - 01/25/2007
MFS FUND DISTRIBUTORS, INC. (FT. LAUDERDALE FL)
NY
06/24/1992 - 07/29/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
06/11/1990 - 06/09/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/26/1984 - 06/07/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/24/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1994
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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