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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 Randall Findley is an experienced financial advisor with over 30 years in the industry. John currently works at Osaic Wealth, Inc. and previously worked for THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. John is licensed in 38 states and is qualified to offer both investment and insurance services. John specializes in providing a variety of financial planning services including portfolio management for individuals and businesses, pension consulting, and educational seminars.
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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CA
01/24/2025 - Present
Osaic Wealth, Inc. (SAN RAMON CA)
CA
10/18/1994 - 06/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (SAN RAMON CA)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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