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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 Pacelli has been in the financial services industry since 1978. John Pacelli is currently registered with Osaic Wealth, Inc. in California and Texas. John Pacelli has previously been registered with KESTRA INVESTMENT SERVICES, LLC, MUTUAL SERVICE CORPORATION, ASSOCIATED SECURITIES CORP., INTEGRATED RESOURCES EQUITY CORPORATION, CHRISTOPHER WEIL & COMPANY, INC, BOETTCHER & COMPANY, INC., KIDDER, PEABODY & CO. INCORPORATED, BEAR, STEARNS & CO., LEHMAN BROTHERS KUHN LOEB INCORPORATED, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and MERRILL LYNCH, PIERCE, FENNER & SMITH, INC. John Pacelli holds the Series 3, Series 7, Series 24, Series 63, and SIE licenses. John Pacelli is also a Certified Financial Planner. John Pacelli provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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
01/24/2025 - Present
Osaic Wealth, Inc. (SAN RAMON CA)
CA
01/02/2002 - 02/12/2019
KESTRA INVESTMENT SERVICES, LLC (LAFAYETTE CA)
MA
11/04/1996 - 12/31/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
08/18/1989 - 11/04/1996
ASSOCIATED SECURITIES CORP. (BOSTON MA)
NA
10/27/1988 - 08/26/1989
INTEGRATED RESOURCES EQUITY CORPORATION
CA
07/03/1986 - 11/03/1988
CHRISTOPHER WEIL & COMPANY, INC (GLENDALE CA)
NA
11/08/1985 - 03/13/1986
BOETTCHER & COMPANY, INC.
NA
05/16/1984 - 11/13/1985
KIDDER, PEABODY & CO. INCORPORATED
NA
04/28/1983 - 05/07/1984
BEAR, STEARNS & CO.
NA
03/23/1981 - 05/05/1983
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
09/26/1978 - 04/20/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/03/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 05/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1983
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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