John went into finance with one goal: to help people. By giving an honest, direct opinion of your financial portfolio and goals, he works to create a plan that compliments your future. He likes to follow a methodical approach to financial planning by gathering relevant information, analyzing the numbers, creating and implementing strategy which strives to achieve goals through measurable metrics. Your relationship will be built on trust and reliability; in other words, you can count on John always giving it to you straight the New Yorker way!
Holding the Series 7, 63 & 66 licenses*, John has vast knowledge in investment and portfolio management. Previous experience includes Investment Specialist at Joseph Gunnar, as well as Financial Advisor at Merrill Lynch, National Securities and Ridgewood Savings Bank. Having experience at these major financial firms has helped to establish comrehensive approaches to portfolio planning, investment strategies and analytical review.
John graduated Cum Laude from Pace University with a BBA in Finance. During his time at Pace, John provided tutoring in Advanced Financial Analysis and Financial Management classes. While tutoring, John displayed a natural strength in educating and effectively communicating financial concepts, portfolio and strategy.
John is a native New Yorker, a foodie born and raised in the city with a love for family and sharing a great meal. Get to know more by connecting today!
We are a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.
General Information |
| Firm Start Year: | 2019 | |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning |
Services |
| Investment Types: | Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Office, Your Home, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity, Accident, Disability |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee, Commissions |
Disclosures |
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p>WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Check | Bank Transfer |
| Visa | MasterCard |
| American Express | Discover |
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