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 Lucarelli is a Financial Advisor with Brookfield Oaktree Wealth Solutions LLC in Los Angeles, CA. John has been a registered representative since 2001 and has experience in the financial services industry since 2012. John has held prior roles at Brookfield Private Advisors LLC, Morgan Stanley Distribution, Inc., HCFP Brenner Securities, LLC, Credit Suisse First Boston LLC and Donaldson, Lufkin & Jenrette Securities Corporation. John has Series 7, Series 24 and Series 63 licenses.
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.
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.
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CA
12/22/2021 - Present
Brookfield Oaktree Wealth Solutions LLC (Los Angeles CA)
CA
02/04/2021 - 12/22/2021
BROOKFIELD PRIVATE ADVISORS LLC (LOS ANGELES CA)
NY
06/14/2010 - 04/20/2016
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
08/27/2003 - 08/05/2004
HCFP BRENNER SECURITIES, LLC (NEW YORK NY)
NY
01/17/2003 - 05/06/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
11/02/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 02/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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