Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn A. Colon is a registered Investment Advisor Representative with Belpointe Asset Management LLC. John has been in the industry for over 30 years. John has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations, and pension plans. John also provides financial planning, pension consulting, educational seminars, and selection of other advisors. John is registered in Florida.
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.
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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NV
02/18/2020 - Present
Belpointe Asset Management LLC (RENO NV)
FL
05/24/2019 - 12/05/2019
LPL FINANCIAL LLC (SARASOTA FL)
FL
07/01/2003 - 05/28/2019
WELLS FARGO CLEARING SERVICES, LLC (SARASOTA FL)
NY
11/08/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/12/1993 - 10/17/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/30/1991 - 04/22/1993
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BC
Issued 11/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 10/28/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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