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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 Alfred Corrieri is an active investment advisor representative with Saturna Capital Corp. in BELLINGHAM, WA. John is licensed to provide investment advice in Washington, California, Idaho, and Oregon. John holds Series 6, 7, 8, 24, 63 and 65 securities licenses. John is also a registered principal with Saturna Capital Corp.. John has over 30 years of experience in the financial services industry. John has previously worked with Securities America, Inc., Mutual of Omaha Investor Services, Inc., Genworth Financial Securities Corporation, Prudential Investment Management Services LLC, and Fidelity Brokerage Services, Inc. John has a broad range of experience in providing financial advice to individuals and families. John specializes in providing financial planning, portfolio management for individuals and families, investment companies, and pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
12/20/2021 - Present
Saturna Capital Corp. (BELLINGHAM WA)
NE
09/12/2019 - 03/18/2020
SECURITIES AMERICA, INC. (OMAHA NE)
NE
02/11/2013 - 03/29/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
VA
05/18/2005 - 06/02/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (RICHMOND VA)
NJ
08/30/1997 - 06/14/2004
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
RI
09/01/1994 - 07/18/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
02/08/1993 - 08/25/1994
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
03/06/1989 - 02/01/1993
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 08/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 05/16/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1990
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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