Unclaimed
Johnathan Ryan Hendrix is a registered representative with over 20 years of experience in the financial services industry. Currently, Johnathan is a registered representative with Osaic Wealth, Inc. in Sarasota, FL. Johnathan previously worked at SAGEPOINT FINANCIAL, INC., also in Sarasota, FL. Johnathan has a strong background in investments and financial planning and has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Johnathan holds several industry licenses, including Series 6, 7, 24, 63 and 66.
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
FL
09/01/2023 - Present
Osaic Wealth, Inc. (SARASOTA FL)
FL
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SARASOTA FL)
AZ
06/18/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 02/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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