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 Desantis is a financial advisor with LPL Financial LLC, based in Orlando, Florida. John has been working in the financial industry since June 20, 1982 and holds a variety of licenses and registrations, including Series 7, 6, 22, 24, 63, and SIE. John has previously worked for MML INVESTORS SERVICES, INC. in Springfield, Massachusetts, and for MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY. John's primary practice areas include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/05/1996 - Present
LPL Financial LLC (ORLANDO FL)
MA
03/24/1983 - 02/21/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
06/21/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 06/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/11/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Desantis is the right advisor for you? Invested Better is here to help.
