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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 Demeo is a financial advisor with Ameriprise Financial Services, LLC. John has been in the industry since August 31, 2016. John specializes in retirement planning, college savings, and estate planning. John has been with Ameriprise Financial Services, LLC since 2016 and is a registered representative with the Financial Industry Regulatory Authority (FINRA). John is licensed in several states and holds the Series 7, Series 63, and Series 65 licenses. John also holds the SIE license. John is dedicated to providing comprehensive financial advice to individuals and families. John believes in building long-term relationships with clients and helping them 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.
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 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
MA
04/05/2022 - Present
Ameriprise Financial Services, LLC (Hingham MA)
MA
07/27/2018 - 04/04/2022
EDWARD JONES (Marshfield MA)
MA
09/01/2016 - 08/01/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Boston MA)
BC
Issued 07/21/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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