Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn F Porrecca is a financial professional who has been in the industry for over 20 years. John has a long history of working with clients across a range of needs including individuals, high net worth individuals, corporations, and charitable organizations. Currently, John is a Registered Representative and Investment Advisor Representative with Stonex Advisors Inc. Before joining Stonex, John was a Registered Representative with MSI Financial Services, Inc., and Metropolitan Life Insurance Company. John holds the Series 6, 7, 63, and 66 licenses along with the Securities Industry Essentials Exam.
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.
Financial consulting 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.
1
2
PA
02/24/2017 - Present
Stonex Advisors Inc. (Blue Bell PA)
PA
12/16/2004 - 02/23/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
12/16/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PLYMOUTH MEETING PA)
CT
11/11/2002 - 12/14/2004
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 02/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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