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 Costello is a financial professional with over 30 years of experience in the financial services industry. John is currently registered with MML Investors Services, LLC and has held previous registrations with MSI Financial Services, INC., Metropolitan Life Insurance Company, ING Financial Advisors, LLC, VALIC Financial Advisors, INC., The Variable Annuity Marketing Company, Pruco Securities Corporation and The Prudential Insurance Company of America. John is a Series 6, 7, 24, 51, 63 and 66 licensed professional and holds a SIE certification. John is a resident of Moorestown, NJ.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
08/13/2021 - Present
MML Investors Services, LLC (MOORESTOWN NJ)
NJ
05/05/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MOORESTOWN NJ)
NJ
05/05/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MOORESTOWN NJ)
PA
07/26/2004 - 04/21/2006
ING FINANCIAL ADVISERS, LLC (CONSHOHOCKEN PA)
TX
01/11/1999 - 06/23/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
06/11/1992 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NJ
06/10/1988 - 06/06/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/10/1988 - 06/06/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 12/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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