Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Dominic Zaleski is a registered investment advisor representative with Level Four Advisory Services. John has been in the industry since 1995 and has a broad range of experience. John holds Series 7, 24, 63 and 65 licenses and has previously worked at Mid-Atlantic Securities, Inc. and Robert Thomas Securities, Inc. John has a diverse clientele that includes individuals, corporations, charitable organizations and pension and profit-sharing plans. John is a member of an LLC that owns rental properties and is a life insurance agent.
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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
VA
10/14/2022 - Present
Level Four Advisory Services (CULPEPER VA)
VA
03/18/1996 - 10/31/2022
MID-ATLANTIC SECURITIES, INC. (CULPEPER VA)
FL
03/27/1995 - 03/29/1996
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 09/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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