Unclaimed
John Webster Biteman is an investment advisor representative with Osaic Wealth, Inc., where he is licensed in Florida, Ohio and Texas. John has been in the financial services industry since 1994 and has a broad range of experience. Prior to joining Osaic Wealth, Inc., John worked at Securities America, Inc., SA Stone Wealth Management Inc., WRP Investments, Inc., Park Avenue Securities LLC, Guardian Investor Services Corporation and Pruco Securities Corporation. John is also licensed in several states, including Arizona, Colorado, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Nebraska, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and others. John holds FINRA Series 6, 7, 24, 63 and 65 licenses and SIE certification, and is qualified to advise on a variety of financial products and services. John's specializations include financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals and businesses.
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
OH
06/14/2024 - Present
Osaic Wealth, Inc. (YOUNGSTOWN OH)
OH
05/05/2020 - 06/14/2024
SECURITIES AMERICA, INC. (WORTHINGTON OH)
OH
09/12/2014 - 05/06/2020
SA STONE WEALTH MANAGEMENT INC. (WORTHINGTON OH)
OH
01/02/2001 - 09/12/2014
WRP INVESTMENTS, INC. (WORTHINGTON OH)
NY
05/03/1999 - 01/09/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/13/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
06/07/1993 - 03/16/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
GA
05/03/1993 - 05/28/1993
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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