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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 Brendan Castelot is a financial advisor with over 25 years of experience in the industry. John is registered with LPL Financial LLC and Northeast Planning Associates, Inc. He is licensed to provide investment advice in Massachusetts and New Hampshire. John has a comprehensive background in financial planning, portfolio management, and retirement planning. He is committed to providing personalized financial guidance to help clients achieve their financial goals.
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.
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MA
07/27/2007 - Present
LPL Financial LLC (FAIRHAVEN MA)
NH
11/10/2003 - 12/31/2007
MUTUAL SERVICE CORPORATION (BEDFORD NH)
MA
05/28/2002 - 11/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
AZ
07/25/1997 - 05/23/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
10/20/1994 - 07/29/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
Issued 06/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/12/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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