Unclaimed
John Pastore is a financial advisor with over 20 years of experience in the financial services industry. John is registered with Integrated Wealth Concepts LLC and has been serving clients since September 2016. Prior to joining Integrated Wealth Concepts LLC, John was a financial advisor with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. John holds a Series 6, Series 63, and Series 65 license. John specializes in providing financial planning, investment advisory and retirement planning services. John is committed to helping clients reach 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.
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.
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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2
MA
05/04/2018 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
12/10/2003 - 09/20/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
IN
12/10/2003 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
02/08/2000 - 12/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 02/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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