linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John R Stagno

Brookfield Oaktree Wealth Solutions LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John R Stagno

John Stagno is a financial advisor with Brookfield Oaktree Wealth Solutions LLC, a firm based in New York, NY. John has been in the industry since 2007. Prior to joining Brookfield Oaktree Wealth Solutions LLC, John worked at Quasar Distributors, LLC, Brookfield Private Advisors LLC, Independent Brokerage Solutions LLC, HRC Fund Associates, LLC, PCS Securities, Inc., Maxim Group LLC, and Ameriprise Financial Services, Inc. John has passed the Series 66, Series 7, and SIE exams. John is registered in Alabama, Arkansas, Louisiana, Mississippi, New Mexico, New York, Oklahoma, Tennessee, and Texas.

Firm Information

John Stagno is currently registered with Brookfield Oaktree Wealth Solutions LLC. Brookfield Oaktree Wealth Solutions LLC is a Limited Liability Company formed on February 4, 2021. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

9

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Stagno’s Registration & Firm History

NY

12/22/2021 - Present

Brookfield Oaktree Wealth Solutions LLC (New York NY)

NY

02/05/2018 - 12/31/2021

QUASAR DISTRIBUTORS, LLC (New York NY)

NY

03/12/2021 - 12/22/2021

BROOKFIELD PRIVATE ADVISORS LLC (New York NY)

NY

10/10/2019 - 12/22/2021

INDEPENDENT BROKERAGE SOLUTIONS LLC (NEW YORK NY)

NY

04/02/2008 - 02/02/2018

HRC FUND ASSOCIATES, LLC (NEW YORK NY)

NY

03/10/2008 - 03/31/2008

PCS SECURITIES, INC. (NEW YORK NY)

NY

05/08/2007 - 07/18/2007

MAXIM GROUP LLC (NEW YORK NY)

NY

01/12/2007 - 02/27/2007

AMERIPRISE FINANCIAL SERVICES, INC. (HARRISON NY)

Not sure if John R Stagno is right for you?

Licenses & Designations

BOTH

Issued 01/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John R Stagno.
Not sure if John R Stagno is right for you?