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John S Sudresianu

Osaic Institutions, Inc.

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About John S Sudresianu

John Sudresianu is a financial advisor with Osaic Institutions, Inc.. John has been working in the financial services industry for over 20 years and has a strong track record of success. John is dedicated to providing personalized financial advice to individuals and families. John specializes in developing tailored financial plans that meet the unique needs of each client. John holds Series 7 and Series 63 licenses as well as the Series 65 and SIE licenses. John has worked with a number of other firms including Essex National Securities, LLC, LPL Financial LLC, HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc. and Republic Financial Services Corporation. John is registered to provide advisory services in New Jersey and New York. John is a dedicated financial advisor with the experience and expertise to help you achieve your financial goals.

Firm Information

John Sudresianu is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Sudresianu’s Registration & Firm History

NY

07/22/2021 - Present

Osaic Institutions, Inc. (NEW YORK NY)

NY

06/08/2015 - 07/01/2016

ESSEX NATIONAL SECURITIES, LLC (NEW YORK NY)

NY

04/04/2013 - 05/19/2015

LPL FINANCIAL LLC (KEW GARDENS NY)

NY

01/01/2005 - 04/08/2013

HSBC SECURITIES (USA) INC. (FOREST HILLS NY)

NY

06/19/2000 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

NY

09/13/1999 - 06/19/2000

REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/28/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John S Sudresianu.
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