Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gardini is an investment advisor representative with Partners Capital Services, Inc. John has been in the industry since 1994 and has experience in providing investment advisory services to individuals, high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, and trusts. John is registered with the state of New York, Connecticut, Florida, Illinois, Pennsylvania, South Carolina, and Washington. John is also a registered principal with Partners Capital Services, Inc. John holds the Series 7, 24, 4, 14, 53, 63, and 66 licenses. John also holds the SIE, 79TO, and 99TO licenses. John is also a Director of Compliance for Partners Capital Services, Inc. John has been involved in various other business ventures including a real estate business, a personal service corporation, a special purpose investment vehicle, and a passive investment holding company.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/04/2006 - Present
Partners Capital Services, Inc. (HAUPPAUGE NY)
NY
02/20/1998 - 07/07/2003
JULIUS BAER SECURITIES INC. (NEW YORK NY)
NY
10/08/1997 - 01/06/1998
IAR SECURITIES CORP. (NEW YORK NY)
NY
06/06/1997 - 11/07/1997
ASH & CO. INCORPORATED (GREAT NECK NY)
NY
04/21/1997 - 06/11/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NJ
11/01/1996 - 04/22/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
10/07/1993 - 05/23/1996
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
BOTH
Issued 02/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/20/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/14/2006
Series 4 - Registered Options Principal Examination
BC
Issued 12/23/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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