Unclaimed
John Robert Hachey is an Investment Advisor Representative at Osaic Advisory Services, LLC, based in Kennesaw, Georgia. John has been active in the financial services industry since 2002. John has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. John provides investment advice, financial planning, wealth management, and the sale of commission products. John is registered with the Securities and Exchange Commission and holds the Series 7, 63, 66, and 24 licenses.
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
GA
02/21/2023 - Present
Osaic Advisory Services, LLC (Kennesaw GA)
GA
09/08/2021 - 08/23/2024
TRIAD ADVISORS LLC (Kennesaw GA)
GA
10/26/2015 - 09/14/2021
WELLS FARGO CLEARING SERVICES, LLC (CANTON GA)
PA
09/11/2014 - 11/03/2015
SANTANDER SECURITIES LLC (COOPERSBURG PA)
PA
05/21/2004 - 09/02/2014
LPL FINANCIAL LLC (CENTER VALLEY PA)
CT
06/06/2002 - 05/25/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 07/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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