Unclaimed
John Magadini is an active investment advisor representative with Ameriprise Financial Services, LLC. John has been in the industry since August 12, 1993 and has held a variety of positions at different firms. John is registered in 15 states and holds Series 7, 63 and 65 licenses. John's specializations include Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Ameriprise Financial Services, LLC is a registered investment advisor with $479.79 billion in regulatory assets under management. The firm serves a variety of client types, including high net worth individuals, corporations, pension plans, and trusts. John is dedicated to providing clients with personalized financial advice and guidance.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CA
09/23/2024 - Present
Ameriprise Financial Services, LLC (San Francisco CA)
CA
08/26/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SAN FRANCISCO CA)
CA
12/11/2008 - 07/31/2009
SOUTHWEST SECURITIES, INC. (SAN FRANCISCO CA)
CA
07/19/1993 - 12/22/2008
M.L. STERN & CO., LLC. (SAN FRANCISCO CA)
IA
Issued 12/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Magadini is the right advisor for you? Invested Better is here to help.