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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 Abadiotakis is a financial advisor with over 24 years of experience in the industry. John has been registered with Wells Fargo Clearing Services, LLC since 2018. Previously, John was registered with Morgan Stanley, Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., Prudential Securities Incorporated, and Emmett A Larkin Company, Inc. John has a wide range of experience in the financial industry, including investment consulting, financial planning, and portfolio management. John is registered in multiple states, including Arizona, California, Connecticut, Delaware, Florida, Illinois, Louisiana, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, and West Virginia.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
08/26/2018 - Present
Wells Fargo Clearing Services, LLC (EDISON NJ)
NJ
06/01/2009 - 06/12/2018
MORGAN STANLEY (LAWRENCEVILLE NJ)
NJ
12/04/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAWRENCEVILLE NJ)
NJ
10/27/2000 - 12/17/2008
CITIGROUP GLOBAL MARKETS INC. (LAWRENCEVILLE NJ)
NY
10/12/1998 - 11/03/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
04/22/1998 - 10/26/1998
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
IA
Issued 01/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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