Unclaimed
John Antonio Palmieri is a financial advisor registered with LPL Financial LLC and has been in the industry since April 8, 2000. John Antonio Palmieri is also registered as an investment advisor representative with the state of Pennsylvania. John Antonio Palmieri previously worked for PNC Investments and Tower Square Securities, Inc. John Antonio Palmieri holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. John Antonio Palmieri has been recognized as a Chartered Financial Consultant. John Antonio Palmieri provides a variety of financial planning and investment advisory services to individuals, businesses, and institutions.
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
PA
03/29/2023 - Present
LPL Financial LLC (WARREN PA)
PA
06/07/2006 - 03/22/2016
PNC INVESTMENTS (WARREN PA)
PA
11/05/2002 - 06/07/2006
TOWER SQUARE SECURITIES, INC. (UNIONTOWN PA)
MO
03/21/2002 - 09/19/2002
EDWARD JONES (ST. LOUIS MO)
NJ
02/23/2000 - 03/26/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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