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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 Anthony Del-Zio is an investment advisor representative at AE Wealth Management, LLC. John Del-Zio has been in the securities industry since 1996. John Del-Zio is registered with FINRA and the state of Kansas. John Del-Zio has passed the Series 63, Series 65, Series 7, Series 31, and Series 51 exams. John Del-Zio is also registered as an investment advisor representative with AE Wealth Management, LLC. John Del-Zio has previous experience with firms such as Farmers Financial Solutions, LLC, CUSO Financial Services, L.P., Allstate Financial Services, LLC, State Farm VP Management Corp., Banc of America Investment Services, Inc., Cal Fed Investments, Wells Fargo Securities Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John Del-Zio's primary focus is providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
KS
08/11/2022 - Present
AE Wealth Management, LLC (Topeka KS)
CA
07/20/2020 - 10/05/2020
FARMERS FINANCIAL SOLUTIONS, LLC (ESCONDIDO CA)
CA
03/23/2020 - 05/22/2020
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
07/31/2013 - 04/01/2020
ALLSTATE FINANCIAL SERVICES, LLC (Bonsall CA)
CA
04/14/2003 - 04/23/2013
STATE FARM VP MANAGEMENT CORP. (ROSEVILLE CA)
MA
10/20/2000 - 12/20/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
01/27/2000 - 11/01/2000
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
06/13/1997 - 02/11/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
04/10/1996 - 07/10/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
06/27/1995 - 03/08/1996
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 05/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 06/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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