Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Dinkelmeyer is a financial advisor with Osaic Wealth, Inc. John has been in the financial services industry since 2015 and has experience in financial planning, portfolio management, and pension consulting. John is registered to provide investment advice in Connecticut, New Hampshire, New Jersey, New York, Texas, and Virginia. John is also licensed to sell insurance products through Aflac. 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.
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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NY
06/20/2024 - Present
Osaic Wealth, Inc. (CENTER MORICHES NY)
NY
06/29/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PORT JEFFERSON STATION NY)
NY
01/17/2018 - 06/29/2020
EQUITABLE ADVISORS, LLC (PORT JEFFERSON NY)
NY
01/06/2015 - 01/19/2018
NYLIFE SECURITIES LLC (MEDFORD NY)
BC
Issued 03/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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