Unclaimed
John Ciccotelli is a financial advisor with over 30 years of experience in the financial industry. John is currently registered with PNC Investments in Cherry Hill, NJ. John has previously worked with several other financial firms including J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, and COMMONWEALTH FINANCIAL NETWORK, in a variety of roles. John provides financial planning, portfolio management, and selection of other advisors for individuals and businesses.
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.
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.
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2
NJ
01/01/2004 - Present
PNC Investments (CHERRY HILL NJ)
KY
07/19/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
04/25/2001 - 04/30/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
MA
08/30/2000 - 10/30/2000
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
OH
10/05/1999 - 08/10/2000
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
06/24/1996 - 08/10/2000
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
08/02/1993 - 11/07/1994
MELLON INVESTMENT PRODUCTS COMPANY (NEW YORK NY)
MN
07/22/1991 - 06/24/1993
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
MN
02/04/1991 - 07/29/1991
DOUGHERTY, DAWKINS, STRAND & BIGELOW, INCORPORATED (MINNEAPOLIS MN)
NJ
03/07/1990 - 02/21/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MN
10/02/1989 - 03/06/1990
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
IA
Issued 09/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/03/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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