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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Santoro is an investment advisor representative at Eaton Vance Management. John has been in the industry since 2002. John is registered to provide investment advice in 52 states. John has passed the Series 6, Series 7, Series 63, Series 65, and Series 79TO exams. John also holds a Series 24 Principal License. John specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. John has also worked at New England Securities in the past.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
08/14/2008 - Present
Eaton Vance Management (BOSTON MA)
NY
02/28/2002 - 03/05/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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