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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 Allyn Costello is an Investment Advisor Representative with Marcum Wealth, LLC. John has been in the industry since May of 2021. John is registered with the state of Connecticut and has a Series 65 license. John has experience working with individuals, corporations, and charitable organizations. John's areas of expertise include financial planning, pension consulting, and portfolio management.
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.
Consulting
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.
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CT
06/14/2023 - Present
Marcum Wealth, LLC (Hartford CT)
IA
Issued 05/14/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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