Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Henry Piemonte is a financial advisor with over 20 years of experience in the industry. John is currently registered with Charles Schwab & Co., Inc. and has been with the firm since December 2022. Previously, John was with Merrill Lynch, Pierce, Fenner & Smith Incorporated from February 2022 to November 2022. John specializes in providing financial planning and investment advice to individual clients. John has a strong track record of success in helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
01/27/2023 - Present
Charles Schwab & CO., Inc. (WHEATON IL)
IL
05/06/2022 - 11/30/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ELMHURST IL)
IL
04/25/2011 - 05/26/2016
ROBERT W. BAIRD & CO. INCORPORATED (NAPERVILLE IL)
IL
03/08/2006 - 12/22/2010
RBC CAPITAL MARKETS, LLC (CHICAGO IL)
IL
05/01/2002 - 03/13/2006
BEAR, STEARNS & CO. INC. (CHICAGO IL)
NJ
12/15/1995 - 05/07/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 06/04/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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