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 Kinney is a financial advisor registered in Pennsylvania and other states. John has been working in the financial industry since 1994. John's current firm is Osaic Institutions, Inc. John holds Series 6, 7, 63, and 65 licenses and the SIE designation. John has experience working with a variety of clients, including individuals, businesses, charitable organizations, and high-net-worth individuals. John provides a variety of financial services, including financial planning, investment management, and selection of other advisors. John also provides solicitation services for other advisors. In addition to John's current role at Osaic Institutions, Inc., John is also an insurance agent for the National Slovak Society Life and the Greek Catholic Union.
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
PA
05/22/2020 - Present
Osaic Institutions, Inc. (INDIANA PA)
PA
07/28/2008 - 09/12/2013
WADDELL & REED, INC. (MONROEVILLE PA)
PA
07/26/2007 - 07/29/2008
W&S BROKERAGE SERVICES, INC. (MONROEVILLE PA)
NC
01/30/2002 - 11/07/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
AZ
01/14/2000 - 01/09/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NJ
04/21/1989 - 02/05/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/21/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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