John OsoroCRD Number: 6160007
Current Firm: Pnc Investments
John Osoro (CRD# 6160007) is an Investment Advisor Representative working at Pnc Investments in Charlotte, NC and has over 4 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Pnc Investments||Charlotte, NC||Apr 2015 - Current||2|
|Pnc Investments||Charlotte, NC||Jul 2014 - Apr 2015||< 1|
|The Vanguard Group, Inc.||Charlotte, NC||Feb 2013 - Jul 2014||1|
|Fidelity Investments||Cary, NC||Jul 2008 - Dec 2012||4|
|Nccu||Durham, NC||Sep 2005 - May 2012||6|
|Wachovia Bank||Cary, NC||May 2006 - May 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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