Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Dallavalle is an active Investment Advisor Representative and Broker with Founders Financial Securities LLC, a registered investment advisor with offices in Towson, MD. John has been in the securities industry since July 1987. John is a licensed securities professional and is registered in 19 states and holds the Series 6, 7, 22, 63, and 66 licenses. John's previous experience includes work at Investors Capital Corp., IFG Network Securities, Inc., Comprehensive Financial Services, Inc. and H.D. Vest Investment Securities, Inc.
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.
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.
1
2
MD
01/17/2012 - Present
Founders Financial Securities LLC (FREDERICK MD)
MD
07/02/2001 - 01/20/2012
INVESTORS CAPITAL CORP. (FREDERICK MD)
GA
01/01/1996 - 07/02/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
06/23/1992 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
TX
07/02/1987 - 06/23/1992
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 07/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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