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John R

Series 63, Series 65

Pipersville, PA

OSAIC

John Reidy is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes tenure at Securities America Advisors and National Planning Corp. In addition to his advisory role, he serves as a General Agent for Ameritas Life Insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of advisers. The firm provides integrated brokerage, advisory, and consulting services, utilizing asset-allocation tools, efficient-frontier analysis, and access to multiple third-party managers to construct portfolios tailored to clients’ investment profiles.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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