Unclaimed
John Reidy is a financial advisor with over 30 years of experience in the industry. John is currently a registered representative with Osaic Wealth, Inc., where John works in the Pipersville, PA branch office. John has also worked with Securities America, Inc., National Planning Corporation, OneAmerica Securities, Inc. and Financial Network Investment Corporation. John has experience in providing investment advice and financial planning to a diverse range of clients, including high-net-worth individuals, businesses, and retirement plans. John has also held a variety of leadership positions within the financial industry. John holds FINRA Series 7, 9, 10, 14, 24, 55, 63 and 65 licenses, allowing John to provide a wide range of financial services to clients.
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
PA
09/26/2024 - Present
Osaic Wealth, Inc. (PIPERSVILLE PA)
PA
06/14/2024 - 06/14/2024
OSAIC WEALTH, INC. (PIPERSVILLE PA)
PA
11/01/2017 - 06/14/2024
SECURITIES AMERICA, INC. (PIPERSVILLE PA)
PA
03/16/2012 - 11/13/2017
NATIONAL PLANNING CORPORATION (BENSALEM PA)
PA
07/09/2010 - 02/29/2012
ONEAMERICA SECURITIES, INC. (PLYMOUTH MEETING PA)
PA
08/24/2009 - 06/10/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (CONSHOHOCKEN PA)
NY
06/16/2003 - 04/13/2009
HORNOR, TOWNSEND & KENT, INC. (TARRYTOWN NY)
NY
10/13/1998 - 01/16/2002
OSCAR GRUSS & SON, INCORPORATED (NEW YORK NY)
NY
07/30/1997 - 10/15/1998
ON-SITE TRADING, INC. (GREAT NECK NY)
NY
01/07/1994 - 05/22/1997
SCHONFELD SECURITIES INC. (JERICHO NY)
NY
08/28/1991 - 09/01/1993
SCHONFELD SECURITIES INC. (JERICHO NY)
NE
03/08/1989 - 07/26/1991
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NA
07/19/1988 - 04/06/1989
ROBERT TODD FINANCIAL CORP.
IA
Issued 09/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 11/25/1991
Series 14 - Compliance Officer Examination
BC
Issued 05/21/1991
Series 4 - Registered Options Principal Examination
BC
Issued 08/13/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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