Unclaimed
John Anthony Tarantino is a financial advisor with over 40 years of experience in the industry. John is currently registered with LPL Financial LLC and has been with them since January 2022. John has previously worked with Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John is licensed to provide financial advice in 29 states, including New Jersey, Texas, and California. John holds the Series 63, Series 7, and SIE 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/14/2022 - Present
LPL Financial LLC (WESTFIELD NJ)
NJ
02/24/2012 - 01/27/2022
MORGAN STANLEY (Short Hills NJ)
NJ
03/23/1981 - 02/28/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTFIELD NJ)
BC
Issued 07/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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