Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Bryant is a financial advisor registered with Osaic Wealth, Inc. John has been in the securities industry since August 1999. John has passed the Series 63, Series 66, Series 7 and the SIE exams and has held registrations with UBS Financial Services Inc, Mercer Allied Company, L.P. and Wells Fargo Clearing Services, LLC, in addition to Osaic Wealth, Inc.. John specializes in advising high-net-worth individuals, corporations, other businesses, and pension and profit-sharing plans. John also provides financial planning and investment advisory services to charitable organizations. John is registered in Arizona, California, Colorado, Connecticut, Florida, Illinois, Kansas, Massachusetts, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Texas, Vermont, and Virginia.
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
10/11/2024 - Present
Osaic Wealth, Inc. (Clifton Park NY)
NY
05/11/2012 - 03/21/2018
WELLS FARGO CLEARING SERVICES, LLC (ALBANY NY)
NY
10/12/2006 - 05/21/2012
UBS FINANCIAL SERVICES INC. (ALBANY NY)
NY
06/24/1999 - 08/16/2006
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
BOTH
Issued 11/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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