Invested Better
Unclaimed

Unclaimed

Unclaimed

John Harris Dante

SPC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Harris Dante

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.

Firm Information

John Dante is currently registered with SPC. SPC is an investment advisory firm based in ANN ARBOR, MI, with 454 licensed agents and 470 investment advisor representatives. They manage approximately $5.56 billion in regulatory assets under management. Their services include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Their client base consists primarily of individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. They also offer a wrap fee program.
SPC

300 PARKLAND PLAZA

ANN ARBOR, MI 48103

$5.56B

Assets Under Management

3,486

Total Clients

480

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consultation services

Consultation services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Seminar attendance fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Dante’s Registration & Firm History

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

Not sure if John Harris Dante is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Harris Dante.
Not sure if John Harris Dante is right for you?