Unclaimed
John Constantine Zannakis is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Allentown, Pennsylvania. John has been in the financial services industry since 1996. John specializes in providing a variety of financial services to individuals and businesses, including financial planning, portfolio management, and insurance products. John has a broad background in the financial services industry, having worked for a variety of firms including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Wachovia Securities, LLC, Morgan Stanley DW Inc., and Prudential Securities Incorporated.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
06/30/2009 - Present
Raymond James Financial Services Advisors, Inc. (ALLENTOWN PA)
PA
06/01/2009 - 07/01/2009
MORGAN STANLEY SMITH BARNEY (PHILADELPHIA PA)
PA
08/28/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
PA
11/05/2002 - 09/27/2007
WACHOVIA SECURITIES, LLC (HELLERTOWN PA)
NY
12/15/2000 - 10/29/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/20/1996 - 12/19/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
04/16/1996 - 11/08/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Zannakis is the right advisor for you? Invested Better is here to help.