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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Anthony Sobrinski is a financial advisor with Cadaret, Grant & Co., Inc., and has been in the industry since June 1984. John Sobrinski has experience in various financial services, including investment advisory and insurance. John Sobrinski is licensed in multiple states and holds several industry certifications, including the Series 6, 7, 24, 63, and 65 licenses. John Sobrinski is also a Chartered Financial Consultant. In addition to providing financial advice, John Sobrinski owns and operates a number of businesses, including a real estate group and rental properties.
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.
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
NY
05/26/2020 - Present
Cadaret, Grant & CO., Inc. (Syracuse NY)
PA
07/07/2006 - 05/27/2020
TRIAD ADVISORS LLC (Sciota PA)
PA
06/29/1984 - 07/12/2006
SIGNATOR INVESTORS, INC. (STROUNDSBYRG PA)
MA
06/29/1984 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2002
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 01/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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