Unclaimed
John Biondo is a financial advisor with Global Retirement Partners LLC. John has been in the financial services industry for over 30 years. John specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. John has a strong commitment to providing clients with personalized financial advice and guidance. He is also passionate about helping clients achieve their financial goals. John is registered with FINRA and the SEC and is a member of the National Association of Personal Financial Advisors (NAPFA).
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.
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.
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
NY
06/21/2019 - Present
Global Retirement Partners LLC (Melville NY)
NY
09/10/2014 - 06/25/2019
WELLS FARGO CLEARING SERVICES, LLC (MELVILLE NY)
NY
06/01/2009 - 10/01/2014
MORGAN STANLEY (JERICHO NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JERICHO NY)
NY
02/02/2007 - 04/02/2007
MORGAN STANLEY DW INC. (JERICHO NY)
NY
07/29/1999 - 02/12/2007
UBS FINANCIAL SERVICES INC. (HUNTINGTON NY)
NY
06/14/1994 - 07/30/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
11/19/1990 - 06/16/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/21/1990 - 12/04/1990
CASTLE SECURITIES CORP. (FREEPORT NY)
NA
11/07/1989 - 06/11/1990
KOCHCAPITAL
NA
11/23/1988 - 11/08/1989
SOUTH RICHMOND SECURITIES, INC.
IA
Issued 05/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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