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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 Navarro is an investment advisor representative with Osaic Wealth, Inc. John has been in the industry since April 2002 and has worked with various firms, including Pruco Securities, LLC, Transamerica Financial Resources, Inc., Transamerica Securities Sales Corporation, Dean Witter Reynolds Inc., and IDS Marketing Corporation. John is registered in several states, including Texas, California, Idaho, Louisiana, and Oklahoma. John is also licensed to provide insurance services, specifically Accident and Health, Disability, Traditional Life Insurance, Fixed and Equity-Indexed Annuities, Health Savings Accounts, and Life Settlements.
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
TX
01/24/2025 - Present
Osaic Wealth, Inc. (COLLEYVILLE TX)
TX
04/19/2006 - 02/27/2007
PRUCO SECURITIES, LLC. (IRVING TX)
NA
01/18/1990 - 12/31/1990
TRANSAMERICA FINANCIAL RESOURCES, INC.
NA
01/18/1990 - 12/31/1990
TRANSAMERICA SECURITIES SALES CORPORATION
NA
09/24/1985 - 05/10/1988
DEAN WITTER REYNOLDS INC.
NA
07/11/1984 - 05/01/1985
IDS MARKETING CORPORATION
IA
Issued 05/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2017
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/14/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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