Unclaimed
John Brescia is a financial advisor with over 35 years of experience in the industry. John is currently registered with Private Advisor Group, LLC. Prior to that, John was also registered with Hornor, Townsend & Kent, Inc. and Park Avenue Securities LLC. John is a Chartered Financial Consultant and specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses, and charitable organizations. John is also a registered investment advisor and provides tax preparation services.
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.
Solicitation/referral
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/referral fees
1
2
NY
06/04/2021 - Present
Private Advisor Group, LLC (WHITE PLAINS NY)
NY
04/06/2011 - 09/02/2011
HORNOR, TOWNSEND & KENT, INC. (WHITE PLAINS NY)
NY
01/18/2008 - 03/31/2011
HORNOR, TOWNSEND & KENT, INC. (WHITE PLAINS NY)
NY
05/03/1999 - 01/17/2008
PARK AVENUE SECURITIES LLC (RYE BROOK NY)
NY
04/04/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
09/01/1989 - 03/23/1992
SALOMON BROTHERS INC. (NEW YORK NY)
NA
07/26/1984 - 03/03/1988
GOLDMAN, SACHS & CO.
IA
Issued 01/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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