Unclaimed
John Limongelli is a financial professional with over 30 years of experience in the financial services industry. John is currently registered with Park Avenue Securities LLC and has a wide range of experience in providing financial advice to individuals, families, and businesses. He is registered to provide advisory services in a variety of states. John is committed to helping clients achieve their financial goals and is dedicated to providing them with the highest level of service.
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.
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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2
NY
02/23/2022 - Present
Park Avenue Securities LLC (ROSLYN NY)
NY
11/24/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 12/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/03/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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