Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Anthony Casconi is a financial advisor at Money Concepts Capital Corp. located in Palm Beach Gardens, Florida. John has been in the financial services industry since April 12, 1987 and is licensed to conduct business in Alabama, California, Florida, Indiana, Kentucky, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas and Virginia. John also has a Series 7, 24, 63, 65 and SIE licenses. John's main focus is providing investment advice to individuals, businesses, and charitable organizations. John also offers financial planning services and general consulting 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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 fee
1
2
FL
02/18/2009 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
KY
12/17/2007 - 03/19/2009
NRP FINANCIAL, INC. (LOUISVILLE KY)
KY
09/17/1998 - 12/19/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (LOUISVILLE KY)
NC
02/21/1997 - 08/28/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
KY
03/25/1987 - 02/20/1997
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 08/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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