Unclaimed
John J. Presta is a financial advisor with MML Investors Services, LLC. John has been in the industry since 1995. John is licensed in multiple states and has a wide range of experience in providing financial advice to individuals and businesses. In addition to providing investment advice, John also offers financial planning, pension consulting, and educational seminars. John is committed to providing his clients with the best possible financial advice and guidance. He believes that everyone should have access to high-quality financial advice, regardless of their net worth.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
12/06/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WAYNE PA)
NJ
08/25/1995 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 07/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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