Unclaimed
John Joel Chiavetta is a financial professional with over 30 years of experience in the financial services industry. John has held various roles at different firms, including PMG Securities Corporation, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Currently, John is registered with GWN Securities Inc. as an Investment Advisor Representative. John is licensed to provide financial advice in multiple states, including Florida, New York, Arizona, California, Colorado, Massachusetts, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Washington. John holds a Series 6, Series 63, and Series 65 license. John specializes in providing financial planning, market timing services, and portfolio management for individuals. John is committed to helping clients 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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
03/31/2021 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IL
11/16/2000 - 07/23/2004
PMG SECURITIES CORPORATION (ELGIN IL)
NY
08/31/1987 - 11/15/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/31/1987 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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