Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Pronovost is a financial advisor with over 30 years of experience in the industry. John has been with Osaic Institutions, Inc. since February 2021. Previously, John was a registered representative with Cambridge Investment Research, Inc. for 13 years and was with MML Investors Services, Inc. for 12 years. John provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. John has a strong focus on serving the needs of high-net-worth individuals and corporations. John is licensed to sell securities in multiple states. John is also a co-trustee of a family member's trust and a trustee for the Town of Woodbury, CT Selectmen.
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
CT
02/26/2021 - Present
Osaic Institutions, Inc. (Watertown CT)
CT
02/29/2008 - 03/02/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (WATERTOWN CT)
CT
03/01/1996 - 03/03/2008
MML INVESTORS SERVICES, INC. (WATERTOWN CT)
NA
09/29/1989 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 10/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 04/28/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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