Unclaimed
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.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
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)
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
Active
Inactive
F
FINRA
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