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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 Lagattuta is a financial advisor who has been in the industry since 1990. John is currently registered with Centaurus Financial, Inc. and previously worked with American Portfolios Financial Services, Inc. John specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. John is licensed in several states, including Florida, Illinois, Indiana, Michigan, Nevada, North Carolina, and Ohio.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
VA
10/26/2022 - Present
Centaurus Financial, Inc. (LEESBURG VA)
OH
02/29/2008 - 10/26/2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Cleveland OH)
OH
04/15/2005 - 03/07/2008
RAYMOND JAMES & ASSOCIATES, INC. (CLEVELAND OH)
WI
07/13/2001 - 04/29/2005
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
09/24/1993 - 07/23/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
08/03/1993 - 08/25/1993
DEAN WITTER REYNOLDS INC.
NY
07/20/1990 - 08/07/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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