Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Rimm is a financial advisor who has been in the industry since 1993. John is currently registered with Osaic Wealth, Inc. in Pennsylvania and Florida. John is also registered with the following states: Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Maine, Maryland, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Vermont, and Virginia. John is a Chartered Financial Consultant and has experience in the sales and marketing of fixed annuities, non-variable insurance, securities, and investment advisory services. John is also a senior partner at Quantum Financial Management.
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
PA
11/02/2018 - Present
Osaic Wealth, Inc. (ALLENTOWN PA)
PA
08/30/1993 - 11/02/2018
SIGNATOR INVESTORS, INC. (ALLENTOWN PA)
MA
08/30/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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