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John Anthony Pancamo

Truist Investment Services, Inc.

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About John Anthony Pancamo

John Anthony Pancamo has been working in the financial industry since July 27, 2002. John is currently registered with Truist Investment Services, Inc. and holds licenses in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. John has previously worked with TRUIST SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., PROFESSIONAL FUND DISTRIBUTORS CORP., DAIWA SECURITIES AMERICA INC. and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. John has passed Series 7, Series 24, Series 63, Series 66, SIE and Series 99TO exams.

Firm Information

John Pancamo is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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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John Pancamo’s Registration & Firm History

GA

05/18/2021 - Present

Truist Investment Services, Inc. (ALPHARETTA GA)

GA

06/28/2011 - 05/25/2021

TRUIST SECURITIES, INC. (ATLANTA GA)

NC

10/23/2009 - 10/01/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

03/15/2005 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)

DE

03/16/1998 - 12/16/1998

PROFESSIONAL FUND DISTRIBUTORS CORP. (WILMINGTON DE)

NY

11/29/1995 - 06/27/1996

DAIWA SECURITIES AMERICA INC. (NEW YORK NY)

NJ

02/17/1993 - 02/28/1995

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 11/29/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Anthony Pancamo.
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