Unclaimed
John William Breedlove III is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with Oneamerica Securities, Inc. He is also a registered representative with the firm and holds licenses in several states. John provides a variety of financial services including financial planning, portfolio management, and insurance sales. He specializes in working with individuals and businesses to develop a financial plan tailored to their specific needs. Prior to joining Oneamerica Securities, John was a financial advisor with Metlife Securities, Inc. and New England Securities. John is a highly experienced advisor with a strong commitment to helping clients achieve their 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.
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
MA
04/28/2016 - Present
Oneamerica Securities, Inc. (NEWTON MA)
MA
08/29/2006 - 05/28/2010
METLIFE SECURITIES INC. (WALTHAM MA)
MA
08/29/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WALTHAM MA)
MA
11/26/2003 - 08/16/2006
NEW ENGLAND SECURITIES (WORCESTER MA)
NE
01/14/2003 - 07/14/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
10/08/1998 - 01/07/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/02/1998 - 09/11/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
02/15/1983 - 01/13/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/11/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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