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John Patrick Reidy

Osaic Wealth, Inc.

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About John Patrick Reidy

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.

Firm Information

John Reidy is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Reidy’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John Patrick Reidy. Review regulatory record here.
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