Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Brenkovich is an investment advisor representative with over 30 years of experience in the financial services industry. John is registered with Osaic Wealth, Inc. and holds multiple securities licenses including Series 3, 7, 9, 10, 24, 63, and the SIE. John is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). John has worked with several firms over the years including Cadaret Grant & Co., Raymond James Financial Services, Inc., IFMG Securities, Inc., Ryan Beck & Co., and Gruntal & Co.
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
NY
04/26/2021 - Present
Osaic Wealth, Inc. (MAMARONECK NY)
NY
04/01/2011 - 12/13/2012
CADARET, GRANT & CO., INC. (MAMARONECK NY)
NY
08/03/2004 - 04/04/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
05/07/2004 - 07/29/2004
IFMG SECURITIES, INC. (PURCHASE NY)
NJ
04/29/2002 - 10/23/2003
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
07/20/1992 - 04/29/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
08/06/1991 - 07/21/1992
GKN SECURITIES CORP. (NEW YORK NY)
NY
01/18/1991 - 08/19/1991
WHALE SECURITIES CO., L.P. (NEW YORK NY)
NY
04/04/1990 - 01/08/1991
COMMONWEALTH ASSOCIATES (NEW YORK NY)
NY
05/03/1989 - 04/09/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
11/23/1988 - 05/06/1989
D. H. BLAIR & CO., INC.
BC
Issued 12/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/1994
Series 24 - General Securities Principal Examination
BC
Issued 08/04/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1999
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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