Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Quello is a financial advisor with over 35 years of experience in the industry. John Michael has been a registered representative with Raymond James Financial Services Advisors, Inc. since December 2013. Prior to that, John Michael worked at UBS Financial Services Inc. for 7 years and Piper Jaffray & Co. for 1 year. John Michael is also a board member of the Sheldon Reese Foundation. John Michael has a Series 63, Series 65, Series 7, Series 3, Series 8, Series 9, Series 10, and SIE licenses. John Michael provides financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SD
12/02/2013 - Present
Raymond James Financial Services Advisors, Inc. (SIOUX FALLS SD)
SD
08/12/2006 - 12/02/2013
UBS FINANCIAL SERVICES INC. (SIOUX FALLS SD)
SD
04/29/2005 - 08/12/2006
PIPER JAFFRAY & CO. (SIOUX FALLS SD)
NY
03/02/1998 - 05/06/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
09/25/1995 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NJ
02/05/1990 - 10/02/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MN
05/01/1979 - 02/17/1990
PIPER, JAFFRAY & HOPWOOD INCORPORATED (MINNEAPOLIS MN)
NA
05/06/1982 - 01/25/1983
BLC EQUITY SERVICES CORPORATION
IA
Issued 5/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/26/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 2/6/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/21/1984
Series 3 - National Commodity Futures Examination
BC
Issued 4/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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