Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Italiano is a financial advisor with over 12 years of experience in the industry. John has worked with various firms including Fidelity, Neuberger Berman, and VALIC FINANCIAL ADVISORS, INC. currently John is affiliated with Planmember Securities Corp.. John specializes in providing investment advice for individuals, businesses, pension plans, and charitable organizations. John is registered in several states including New Jersey, New York, and Florida.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
10/11/2022 - Present
Planmember Securities Corp. (IRVINGTON NY)
NJ
11/03/2021 - 09/29/2022
VALIC FINANCIAL ADVISORS, INC. (MOUNT LAUREL NJ)
NY
03/14/2018 - 07/07/2021
CAMMACK LARHETTE BROKERAGE, INC. (NEW YORK NY)
NY
06/01/2021 - 06/28/2021
CAPFINANCIAL SECURITIES, LLC. (New York NY)
NY
08/08/2016 - 02/14/2018
NEUBERGER BERMAN BD LLC (NEW YORK NY)
MA
03/13/2013 - 08/17/2016
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
NY
12/06/2010 - 03/11/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NJ
12/14/2009 - 12/06/2010
PRUCO SECURITIES, LLC. (MARLTON NJ)
BOTH
Issued 11/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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