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 Pieroni is a financial advisor with WNY Asset Management, LLC. John has been in the financial industry since April 1998. John has a wide range of experience in financial planning, portfolio management, and insurance sales. John holds the Series 6, Series 7, Series 63, and Series 65 licenses. John is also a Certified Financial Planner (CFP). John is committed to providing clients with personalized financial advice that meets their individual needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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NY
10/11/2019 - Present
WNY Asset Management, LLC (WILLIAMSVILLE NY)
NE
07/30/1999 - 01/17/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
04/03/1998 - 08/27/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
04/03/1998 - 08/26/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
IA
Issued 05/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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