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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn G. Maita II is a financial advisor at Ameriprise Financial Services, LLC. John has been in the financial services industry since 1987. John holds Series 7 and Series 63 securities licenses and the SIE exam. John provides financial planning, portfolio management, and asset allocation services to clients. Ameriprise Financial Services, LLC is a financial services company that provides a wide range of financial products and services, including investment management, insurance, and retirement planning. Ameriprise Financial Services, LLC has over 11,000 financial advisors who serve clients across the United States.
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.
Asset allocation 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
NJ
11/14/2023 - Present
Ameriprise Financial Services, LLC (Bedminster NJ)
NJ
01/13/2009 - 01/31/2017
UBS FINANCIAL SERVICES INC. (Warren NJ)
NJ
04/02/2007 - 01/14/2009
MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)
NJ
09/22/1987 - 04/02/2007
MORGAN STANLEY DW INC. (PARAMUS NJ)
BC
Issued 10/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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