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 Marsini is a financial advisor in KING OF PRUSSIA, PA, and has been in the industry since February 13, 2005. John is currently registered with Ethos Financial Group, LLC. John has also been previously registered with MML Investors Services, LLC, MSI Financial Services, INC., NEW ENGLAND SECURITIES, THE ADVISORS GROUP, INC., CHUBB SECURITIES CORPORATION, and CALVERT SECURITIES CORPORATION. John is a lawyer and maintains bar admission, performing required mandatory 12 hours of Continuing Legal Education annually. John is also an insurance agent and has devoted not more than 30% of his time during working hours/month to insurance sales. John's practice focuses on providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. John specializes in working with high-net-worth individuals, corporations, and other investment advisors.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
01/31/2023 - Present
Ethos Financial Group, LLC (KING OF PRUSSIA PA)
PA
10/10/2016 - 12/31/2022
MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)
PA
01/02/2015 - 07/15/2016
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
07/16/2013 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
MD
01/25/1992 - 06/06/1995
THE ADVISORS GROUP, INC. (BETHESDA MD)
IN
06/06/1990 - 12/31/1991
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
MD
08/21/1986 - 06/07/1990
CALVERT SECURITIES CORPORATION (BETHESDA MD)
BC
Issued 08/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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