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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 P Atkins is a financial professional with over 17 years of experience in the financial industry. John is currently a Registered Representative and Investment Advisor Representative at Osaic Institutions, Inc. John has been with Osaic Institutions, Inc. since February 2021 and has been a registered representative for various firms since February 2006. John has held previous roles at Cambridge Investment Research, Inc. and MML Investors Services, Inc. John holds the Series 7, Series 24, Series 63 and Series 66 licenses and the SIE exam. John specializes in financial planning, educational seminars, portfolio management for individuals and selection of other advisors. John is committed to providing his 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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
02/26/2021 - Present
Osaic Institutions, Inc. (Watertown CT)
CT
02/29/2008 - 03/03/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (WATERTOWN CT)
CT
02/08/2006 - 03/03/2008
MML INVESTORS SERVICES, INC. (WATERTOWN CT)
BOTH
Issued 12/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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