Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Chiarenza is a financial advisor with over 25 years of experience in the financial services industry. John is currently registered with Wells Fargo Clearing Services, LLC and holds several licenses and certifications including Series 7, 6, 63, 65, 9, 10 and 24. John has previously worked with LPL FINANCIAL LLC, HSBC SECURITIES (USA) INC. and HSBC BROKERAGE (USA) INC. John has a broad range of experience and is able to provide financial advice to a diverse clientele. John is also able to offer services such as financial planning, investment consulting, and portfolio management.
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.
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.
Investment consulting services to institutional clients
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
NY
10/21/2020 - Present
Wells Fargo Clearing Services, LLC (WILLIAMSVILLE NY)
NY
05/15/2012 - 07/28/2016
LPL FINANCIAL LLC (KENMORE NY)
NY
01/01/2005 - 05/15/2012
HSBC SECURITIES (USA) INC. (AMHERST NY)
NY
06/17/1997 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
MA
02/07/1996 - 06/13/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/07/1996 - 06/13/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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