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 Combias is a financial advisor with over 40 years of experience in the industry. John has held various roles at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Delafield, Harvey, Tabell Inc., Financial Consultant Group Incorporated, and FCG Advisors, LLC. Currently, John is an Investment Advisor Representative at Mariner Wealth, and a Registered Representative at MSEC, LLC. John is registered in 20 states and holds the Series 7, 63, 66, and 24 licenses, as well as the SIE and Series 99TO and 79TO. John is a CERTIFIED FINANCIAL PLANNER™ professional. John specializes in providing financial planning, portfolio management, and family office 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.
Family office 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.
1
2
NJ
09/10/2021 - Present
Mariner Wealth (Chatham NJ)
FL
08/21/2020 - 09/23/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Naples FL)
NJ
06/26/1996 - 12/23/2020
FCG ADVISORS, LLC (CHATHAM NJ)
NJ
05/25/1990 - 12/20/1996
FINANCIAL CONSULTANT GROUP INCORPORATED (CHATHAM NJ)
CT
04/02/1990 - 06/20/1990
DELAFIELD, HARVEY, TABELL INC. (STAMFORD CT)
NY
03/18/1980 - 03/14/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Combias is the right advisor for you? Invested Better is here to help.
