Unclaimed
John D. DeMaria is a financial advisor registered with MML Investors Services, LLC. John has been in the financial industry since 1974 and is licensed to provide financial services in 18 states. John is experienced in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. John also provides asset allocation programs, and works with trusts, foundations, endowments, insurance companies, charitable organizations, and high-net-worth individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
01/14/2021 - Present
MML Investors Services, LLC (CLIFTON PARK NY)
NA
04/03/1974 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 04/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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