Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Glen Montemarano is a financial advisor with over 39 years of experience in the industry. John is currently registered with SPC in PALM HARBOR, FL and ANN ARBOR, MI. John specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. John has held prior registrations with several other firms, including LPL Financial LLC, Mutual Service Corporation, AIG Financial Advisors, Inc., American General Securities Incorporated, Pruco Securities Corporation, The Prudential Insurance Company of America, and Wall Street Clearing Company.
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.
Consultation 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.
Seminar attendance fees
1
2
FL
05/13/2013 - Present
SPC (PALM HARBOR FL)
FL
09/08/2009 - 05/10/2013
LPL FINANCIAL LLC (PALM HARBOR FL)
FL
11/26/2008 - 10/01/2009
MUTUAL SERVICE CORPORATION (PORT CHARLOTTE FL)
FL
10/31/2008 - 12/05/2008
AIG FINANCIAL ADVISORS, INC. (PALM HARBOR FL)
FL
06/15/1998 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PALM HARBOR FL)
NJ
06/22/1989 - 06/18/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/22/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
04/25/1986 - 06/08/1989
WALL STREET CLEARING COMPANY
NY
06/27/1983 - 06/08/1989
WALL STREET CLEARING COMPANY (NEW YORK NY)
NA
03/22/1983 - 05/31/1983
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
BOTH
Issued 03/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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