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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Orthman is a financial advisor with over 30 years of experience in the financial industry. John Paul Orthman is registered with Oneamerica Securities, Inc. in Newton, Massachusetts. John Paul Orthman offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and pension consulting. John Paul Orthman previously worked for New England Securities, National Financial Services Corporation, and Fidelity Brokerage Services, Inc.
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
MA
01/06/2012 - Present
Oneamerica Securities, Inc. (NEWTON MA)
MA
05/11/1999 - 07/05/2011
NEW ENGLAND SECURITIES (WALTHAM MA)
MA
10/05/1988 - 07/16/1997
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
NA
04/21/1987 - 10/04/1988
FIDELITY BROKERAGE SERVICES, INC.
IA
Issued 12/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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