Unclaimed
John Michael Villella is a registered representative of Osaic Wealth, Inc. John is a registered representative of Osaic Wealth, Inc. located in Melville, NY. John has over 20 years of experience in the securities industry and is a dedicated professional who is committed to helping clients achieve their financial goals. John has a broad range of experience in financial planning, portfolio management, and investment advisory services. John is also a member of the VILLELLA PROFESSIONAL SERVICES, LLC where John provides general tax and bookkeeping services and consultation to existing clients.
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.
1
2
NY
01/19/2024 - Present
Osaic Wealth, Inc. (MELVILLE NY)
NY
12/09/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
01/13/1998 - 03/05/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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