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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 Michael Matteoni is a financial advisor with Osaic Wealth, Inc. based in Reno, NV. John Michael has been in the financial industry since 2000, working with Edward Jones, First Wall Street Corp., Brecek & Young Advisors, Inc., Securities America, Inc., and TRIAD ADVISORS LLC before joining Osaic Wealth, Inc. in August of 2024. John Michael specializes in offering financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to a variety of clients, including individuals, corporations, pension and profit sharing plans, and charitable organizations.
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
NV
08/23/2024 - Present
Osaic Wealth, Inc. (Reno NV)
NV
04/28/2009 - 08/23/2024
TRIAD ADVISORS LLC (Reno NV)
NV
01/23/2009 - 04/30/2009
SECURITIES AMERICA, INC. (RENO NV)
NV
05/19/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (RENO NV)
NV
05/16/2003 - 05/23/2006
FIRST WALL STREET CORP. (RENO NV)
MO
06/20/2000 - 05/20/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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