Unclaimed
John Dimatteo is a financial advisor who has been in the industry since January 13, 2021. John is currently registered with Northwestern Mutual Investment Services, LLC and is licensed in several states including New York, New Jersey and California. John is also a registered investment advisor in New Jersey. John has passed the Series 7TO, SIE, and Series 66 exams. John's primary focus is working with individuals. John has a background in music and entertainment and is the 100% owner of JDM Entertainment, LLC, a non-financial services business.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
05/13/2021 - Present
Northwestern Mutual Investment Services, LLC (Garden City NY)
BOTH
Issued 05/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure John Dimatteo is the right advisor for you? Invested Better is here to help.