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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Yateman Huber is an investment advisor representative associated with Osaic Wealth, Inc. John has been in the financial services industry since December 23, 1981, and has held several positions at different financial institutions. John holds Series 4, 5, 7, 24, 53, 63, and 65 licenses. John is registered in 46 states and the District of Columbia. John provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
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2
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
09/12/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
11/24/2003 - 09/23/2005
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
MO
07/01/2003 - 12/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/31/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/24/1981 - 08/02/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2007
Series 4 - Registered Options Principal Examination
BC
Issued 07/03/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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