Unclaimed
John Dominick Deliso is a financial advisor registered with Equitable Advisors, LLC and has been in the financial industry since 1976. John is registered as an Investment Advisor Representative in 16 states and as a Broker in 26 states. John also holds Series 63, Series 65, Series 7, and Series 24 licenses. John has over 40 years of experience in the industry and provides financial planning, portfolio management, and educational seminars.
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.
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NJ
08/10/2017 - Present
Equitable Advisors, LLC (WALL NJ)
NY
08/17/1976 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/29/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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