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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 Charles L'Abbate is a financial advisor with Cadaret, Grant & CO., Inc. He has been in the industry since 1998 and has experience in financial and tax advisory services. John L'Abbate is registered in several states, including Florida, New York, California, Colorado, Connecticut, Georgia, Maryland, Michigan, New Jersey, South Carolina, Utah, and Washington. He has earned the Series 63, SIE, and Series 7 securities licenses. John L'Abbate is also a Certified Financial Planner and has experience managing portfolios for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (JERICHO NY)
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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