Unclaimed
John Costantino is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Saratoga Springs, NY. John has over 30 years of experience in the financial industry and holds a variety of licenses and registrations. John is also a registered investment advisor representative. John's services include financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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
NY
06/19/2015 - Present
Raymond James Financial Services Advisors, Inc. (SARATOGA SPRINGS NY)
NY
02/18/1998 - 03/02/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/17/1993 - 02/18/1998
D. H. BLAIR & CO., INC. (NEW YORK NY)
BOTH
Issued 07/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 03/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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