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 Faggio is an investment advisor representative who has been in the industry since 1986. John is registered with Foundation Wealth & Tax Advisors, LLC and has been with them since 2021. Before that, he worked at Bestgate Wealth Advisors, LLC and Faggio Financial LLC. John has experience in various investment areas and holds Series 6, Series 22 and Series 63 licenses. He is also a Certified Financial Planner. John specializes in providing financial planning services, portfolio management services, and investment advisory services. He is an active member of the industry and committed to providing his clients with the best possible financial advice.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
MD
01/31/2025 - Present
Foundation Wealth & TAX Advisors, LLC (ANNAPOLIS MD)
MD
01/27/2010 - 10/01/2012
SECURITIES SERVICE NETWORK, INC. (COLUMBIA MD)
MD
01/04/1999 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (COLUMBIA MD)
TN
11/06/1996 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NY
06/01/1993 - 09/05/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/01/1993 - 09/05/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
10/01/1992 - 05/19/1993
COMPREHENSIVE FINANCIAL SERVICES, INC.
TX
10/14/1986 - 10/13/1992
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 10/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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