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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Scala is a financial advisor with Gladstone Wealth Partners. John has been in the financial services industry since November 1995. He is a registered representative with LPL Financial and an investment advisor representative with Gladstone Institutional Advisory, LLC. John has a Series 7, Series 63, and Series 65 license. John specializes in providing financial planning and investment advice to individuals, families, and businesses. He is also experienced in providing retirement planning, estate planning, and insurance services. John is dedicated to helping clients achieve 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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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
NY
12/16/2022 - Present
Gladstone Wealth Partners (MELVILLE NY)
NY
10/23/2009 - 05/01/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELVILLE NY)
NY
05/24/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
02/18/1998 - 05/20/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
12/20/1996 - 11/19/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
05/10/1994 - 04/13/1995
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NY
11/30/1993 - 04/19/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
Issued 08/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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