Unclaimed
John Benedetto is a financial advisor with LPL Financial LLC, located in Topsfield, MA. John has been a financial advisor since 1996 and has experience working with individuals, corporations, trusts, and estates. John is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 31, Series 63, and Series 65 license. John is a member of the Financial Industry Regulatory Authority (FINRA) and has a commitment to providing clients with personalized and professional financial advice. John is committed to building long-term relationships with clients, and providing them with the knowledge and tools they need to 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.
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.
Consulting and other non-discretionary advisory 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.
1
2
MA
06/07/2023 - Present
LPL Financial LLC (TOPSFIELD MA)
MA
07/22/2022 - 06/01/2023
B. RILEY WEALTH MANAGEMENT (Boston MA)
MA
01/24/2020 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOSTON MA)
MA
12/15/2015 - 02/06/2020
JANNEY MONTGOMERY SCOTT LLC (BOSTON MA)
MA
07/03/2012 - 12/22/2015
MOORS & CABOT, INC. (BOSTON MA)
MA
09/24/2010 - 07/11/2012
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
10/26/2007 - 09/28/2010
COMMONWEALTH FINANCIAL NETWORK (NORTHBOROUGH MA)
MA
04/02/2007 - 10/29/2007
MORGAN STANLEY & CO., INCORPORATED (MIDDLETON MA)
MA
08/06/2004 - 04/02/2007
MORGAN STANLEY DW INC. (DANVERS MA)
NY
06/11/1999 - 08/17/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/09/1996 - 06/15/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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