Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Greco is a financial advisor with over 28 years of experience in the industry. John is currently registered with Wells Fargo Clearing Services, LLC and has a proven track record of providing financial guidance and investment management services to a diverse range of clients, including high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations. John has previously held positions at several prominent financial institutions, including Royce Fund Services, Inc., Scottrade, Inc. and ProEquities, Inc. John is committed to understanding clients' financial goals and developing customized solutions to help them achieve their objectives.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/06/2020 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
FL
05/10/2018 - 07/19/2018
PROEQUITIES, INC. (JACKSONVILLE FL)
FL
04/04/2016 - 03/07/2018
SCOTTRADE, INC. (JACKSONVILLE FL)
NY
05/09/1997 - 10/06/2015
ROYCE FUND SERVICES, INC. (NEW YORK NY)
IL
01/20/1997 - 01/23/1997
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
10/02/1990 - 08/15/1995
WEISS, PECK & GREER, L.L.C. (BOSTON MA)
NA
09/14/1988 - 01/18/1989
J. T. MORAN & CO., INC.
RI
08/20/1987 - 10/24/1988
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 04/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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