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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn A. Varao is an investment advisor representative with Avantax Advisory Services, having joined in October 2019. John has been in the industry since January 20, 1989, working with clients across various segments, including individuals, corporations, and retirement plans. John also holds a variety of licenses and certifications. These include the Series 7, Series 63, and Series 65 licenses. John is a Registered Representative in Massachusetts and is also registered with the Financial Industry Regulatory Authority (FINRA). John is committed to providing sound financial advice to help clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
10/25/2019 - Present
Avantax Advisory Services (FALL RIVER MA)
MA
07/18/1994 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (FALL RIVER MA)
NA
01/25/1993 - 07/18/1994
FIVE STAR RESOURCES, INC.
TX
09/15/1992 - 01/13/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
CA
01/10/1989 - 10/06/1992
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
IA
Issued 09/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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