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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 Malzone is a financial advisor with Main Street Financial Solutions, LLC. John has been a registered representative for over 30 years and has a wealth of experience in the financial services industry. John offers a variety of financial planning services, including retirement planning, college savings, and estate planning. John is also a Certified Financial Planner™ professional. John is dedicated to helping clients achieve their financial goals. John has experience working with a range of clients, including high-net-worth individuals, corporations, and charitable organizations. John is committed to providing personalized financial advice and guidance to help clients make informed financial decisions.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
FL
02/28/2020 - Present
Main Street Financial Solutions, LLC (Delray Beach FL)
NA
03/03/1993 - 05/02/1994
HARTFORD EQUITY SALES COMPANY INC.
NA
03/27/1991 - 09/30/1992
BOENNING & SCATTERGOOD, INC.
NA
08/25/1989 - 04/11/1991
PRUDENTIAL SECURITIES INCORPORATED
NA
04/25/1984 - 08/25/1989
THOMSON MCKINNON SECURITIES INC.
NA
12/13/1983 - 03/12/1984
EGAN SECURITIES, INC.
IA
Issued 02/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 05/29/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/02/1987
Series 3 - National Commodity Futures Examination
BC
Issued 06/12/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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