Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Branstrom is an active investment advisor representative registered with Osaic Wealth, Inc. John Branstrom has been in the industry since August 14, 1975. John Branstrom has a Series 63, Series 65, Series 1, Series 22TO, Series 6TO, and SIE license. John Branstrom offers a variety of services to clients including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. John Branstrom has been registered with Woodbury Financial Services, Inc. and MML Investors Services, LLC in the past. John Branstrom is also a chartered financial consultant.
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
NC
01/19/2024 - Present
Osaic Wealth, Inc. (MORGANTON NC)
NC
01/03/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MORGANTON NC)
NC
03/01/1996 - 01/05/2022
MML INVESTORS SERVICES, LLC (MORGANTON NC)
NA
08/15/1975 - 03/01/1996
G. R. PHELPS & CO., INC.
CA
12/01/1993 - 05/19/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
09/30/1980 - 07/26/1981
PEBSCO SECURITIES CORP.
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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