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 Gisolfi is a financial advisor with over 30 years of experience in the industry. John is currently registered with Raymond James Financial Services Advisors, Inc. as a registered representative and investment advisor representative. John has previously held positions with other firms, including Lehigh Securities Corporation, A. F. Investments, Inc., Janney Montgomery Scott Inc., and The Stuart-James Company, Inc. John is a Certified Financial Planner and has a wide range of experience in financial planning, portfolio management, and investment advice. John is also licensed to sell insurance and is a member of several professional organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Bangor PA)
PA
10/09/1989 - 09/01/1993
LEHIGH SECURITIES CORPORATION (BETHLEHEM PA)
NA
08/15/1988 - 09/13/1989
A. F. INVESTMENTS, INC.
NA
10/12/1987 - 09/02/1988
JANNEY MONTGOMERY SCOTT INC.
NA
04/21/1987 - 10/21/1987
THE STUART-JAMES COMPANY, INC.
IA
Issued 11/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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