Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Covello is a financial advisor with over 17 years of experience in the industry. John has been registered with Oppenheimer & Co. Inc. since July 2020 and has previously worked with FHN Financial Securities Corp., Citadel Securities LLC, Piper Jaffray & Co., and Bear, Stearns & Co. Inc.. John holds Series 63, Series 7, and SIE licenses. John specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
07/20/2020 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
11/16/2011 - 07/20/2020
FHN FINANCIAL SECURITIES CORP. (NEW YORK NY)
NY
06/28/2011 - 09/22/2011
CITADEL SECURITIES LLC (NEW YORK NY)
NY
07/10/2008 - 05/09/2011
PIPER JAFFRAY & CO. (NEW YORK NY)
NY
02/05/2003 - 06/11/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 05/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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