Unclaimed
John Norman Dreher is a financial advisor with over 40 years of experience in the industry. John has been registered with the Securities and Exchange Commission (SEC) since 1983. John is currently registered with Osaic Wealth, Inc. and holds licenses in several states. John also has experience working with Woodbury Financial Services, Inc., AXA Advisors, LLC, MONY Securities Corporation, TRUSTED SECURITIES ADVISORS CORP., MONARCH SECURITIES, INC., MML INVESTORS SERVICES, INC. and PENN MUTUAL EQUITY SERVICES, INC. John provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and retirement plans.
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
MI
01/19/2024 - Present
Osaic Wealth, Inc. (SOUTH LYON MI)
MI
02/06/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SOUTH LYON MI)
NY
06/01/2005 - 02/21/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/16/1988 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
08/21/2000 - 06/14/2001
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NA
07/01/1986 - 10/06/1988
MONARCH SECURITIES, INC.
NA
07/16/1985 - 07/22/1986
MML INVESTORS SERVICES, INC.
NA
04/20/1983 - 07/18/1985
PENN MUTUAL EQUITY SERVICES, INC.
BOTH
Issued 12/14/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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