Unclaimed
John De lauro is a financial advisor with over 19 years of experience in the industry. John is currently registered with J.p. Morgan Securities LLC and has previously worked with Santander Securities LLC, LPL Financial LLC, Citigroup Global Markets Inc., and CitiCorp Investment Services. John specializes in various areas including, but not limited to: portfolio management for individuals and businesses, financial planning, and pension consulting. John is licensed in California, Connecticut, Florida, Massachusetts, New Jersey, and New York.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/23/2014 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
09/19/2012 - 09/26/2014
SANTANDER SECURITIES LLC (LONG ISLAND CITY NY)
NY
03/05/2009 - 09/19/2012
LPL FINANCIAL LLC (STATEN ISLAND NY)
NY
05/29/2007 - 11/12/2008
CITIGROUP GLOBAL MARKETS INC. (STATEN ISLAND NY)
NY
07/13/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (STATEN ISLAND NY)
GA
08/30/2004 - 03/01/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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