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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 Narciso Banuelos is a financial advisor with over 35 years of experience in the industry. John is currently a registered representative with Osaic Wealth, Inc. and is registered in both California and Texas. Previously, John was associated with Securities America, Inc. and KMS Financial Services, Inc. John's areas of expertise include financial planning, pension consulting, and portfolio management. John is a Certified Financial Planner (CFP) and holds Series 6, 7, 63, and 65 licenses. John is committed to providing clients with personalized financial advice and guidance to help them 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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (Fresno CA)
CA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Fresno CA)
CA
10/01/2019 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Fresno CA)
CA
12/04/1989 - 10/11/2019
AVANTAX INVESTMENT SERVICES, INC. (FRESNO CA)
NA
06/27/1988 - 11/16/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/05/1987 - 07/11/1988
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
BC
Issued 10/22/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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