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John Webster Biteman

Osaic Wealth, Inc.

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About John Webster Biteman

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.

Firm Information

John Biteman is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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 Biteman’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Webster Biteman.
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