Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Alexander Cislo is a financial advisor based in Duxbury, MA. John has been in the financial services industry since 1996. John is currently registered with Principal Securities, Inc. as a Registered Representative. John has previously worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SCOTTRADE, INC., COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC., COLUMBIA MANAGEMENT DISTRIBUTORS, INC., MFS FUND DISTRIBUTORS, INC., FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., and FIDELITY DISTRIBUTORS CORPORATION. John holds the Series 6, Series 7, Series 63, and Series 66 securities licenses. John is also a Registered Investment Advisor in Massachusetts.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MA
01/18/2024 - Present
Principal Securities, Inc. (Duxbury MA)
RI
03/13/2018 - 08/02/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PROVIDENCE RI)
MA
05/19/2016 - 03/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARSHFIELD MA)
MA
05/20/2014 - 06/22/2015
SCOTTRADE, INC. (QUINCY MA)
MA
05/01/2010 - 07/13/2012
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
08/23/2007 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
10/08/1999 - 08/13/2007
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
RI
02/08/1995 - 10/06/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
10/20/1993 - 02/08/1995
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
BOTH
Issued 01/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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