Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn A. Valiska is an Investment Advisor Representative associated with Money Concepts Capital Corp. John has been in the securities industry since February 25, 1986, and has held previous positions at several firms including RZB Securities LLC, Montano Securities Corporation, and Linsco/Private Ledger Corp. John is registered in multiple states including California, Connecticut, Florida, New Jersey, New York, Ohio, and South Carolina. John holds the Series 63, Series 65, Series 7 and Series 24 licenses. In addition to John's primary role at Money Concepts Capital Corp. John is also involved with several other organizations including John A. Valiska Financial Planner, Investors Advantage Portfolios, and Musicals At Richter.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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 fee
1
2
CT
09/23/2008 - Present
Money Concepts Capital Corp. (DANBURY CT)
NY
02/15/2001 - 05/16/2001
RZB SECURITIES LLC (NEW YORK NY)
CA
09/22/1993 - 01/21/1995
MONTANO SECURITIES CORPORATION (ORANGE CA)
SC
12/16/1989 - 08/23/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
09/27/1989 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
12/17/1985 - 08/15/1989
GLOBAL CAPITAL SECURITIES, INC.
NA
05/26/1987 - 06/17/1987
LINSCO FINANCIAL GROUP, INC.
IA
Issued 09/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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