Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Zuzulo is a financial advisor with over 20 years of experience in the industry. John has been registered with the Securities and Exchange Commission (SEC) since 2000 and holds Series 7, 63, and 65 licenses. John has held positions at several firms, including Merrill Lynch, Empower Financial Services, LPL Financial, M&T Securities, JPMorgan Securities, HSBC Securities, and Wells Fargo Advisors. John is currently registered with Fidelity Personal and Workplace Advisors and provides a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
NY
09/04/2024 - Present
Fidelity Personal AND Workplace Advisors (TUCKAHOE NY)
CT
01/06/2023 - 05/28/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWICH CT)
CO
03/11/2022 - 11/25/2022
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CT
06/09/2021 - 03/03/2022
LPL FINANCIAL LLC (COS COB CT)
CT
03/11/2021 - 06/09/2021
M&T SECURITIES, INC. (COS COB CT)
NY
09/22/2015 - 09/30/2020
J.P. MORGAN SECURITIES LLC (MAMARONECK NY)
NY
02/20/2014 - 09/29/2015
HSBC SECURITIES (USA) INC. (YONKERS NY)
NY
01/29/2008 - 02/03/2014
WELLS FARGO ADVISORS, LLC (YORKTOWN HEIGHTS NY)
NY
10/04/2006 - 01/09/2008
CHASE INVESTMENT SERVICES CORP. (HASTINGS NY)
NY
08/11/2006 - 10/04/2006
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NY
05/09/2005 - 08/07/2006
CITICORP INVESTMENT SERVICES (BRONX NY)
MO
09/08/2004 - 05/13/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/08/2003 - 06/25/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
03/21/2001 - 06/30/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
10/03/2000 - 03/16/2001
PRIME CHARTER LTD. (NEW YORK NY)
IA
Issued 06/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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