Unclaimed
John Harris Dante is an Investment Advisor Representative with SPC and has been in the financial industry since April 1983. John has a total of 3 approved state registrations and 2 approved Investment Advisor registrations. John is registered in Illinois, Massachusetts and Pennsylvania. John's current registrations are with SPC. John has been affiliated with SPC since April 1993. John also has previous registrations with OGILVIE & TAYLOR SECURITIES CORPORATION, EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. John has passed Series 6, Series 22, Series 63 and SIE exams and is also a Certified Financial Planner. John's specialties include Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting and Financial Planning.
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
MI
11/24/2021 - Present
SPC (ANN ARBOR MI)
IL
02/22/1985 - 04/06/1993
OGILVIE & TAYLOR SECURITIES CORPORATION (CHICAGO IL)
NA
12/07/1982 - 10/16/1984
EQUICO SECURITIES, INC.
NA
12/07/1982 - 10/16/1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 11/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/06/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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