Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnny? Claim Your ProfileJohnny Michael Lavigne is a financial advisor with Osaic Wealth, Inc. Johnny has been working in the financial industry since 1997 and is registered with the state of New York, Florida, and several other states. Johnny has a variety of licenses, including Series 7, Series 63, Series 65, and Series 24. Johnny has worked with firms like CADARET, GRANT & CO., INC., LPL FINANCIAL CORPORATION, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and CITIGROUP GLOBAL MARKETS INC. before joining Osaic Wealth, Inc.. Johnny focuses on providing financial planning, pension consulting, and portfolio management services to individuals, families, and businesses. Johnny is committed 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.
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2
NY
06/12/2024 - Present
Osaic Wealth, Inc. (CLIFTON PARK NY)
NY
08/27/2008 - 06/17/2024
CADARET, GRANT & CO., INC. (CLIFTON PARK NY)
NY
10/05/2007 - 09/08/2008
LPL FINANCIAL CORPORATION (CLIFTON PARK NY)
NY
02/18/2005 - 10/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLIFTON PARK NY)
NY
01/12/2001 - 03/11/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/17/1997 - 01/17/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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