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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 Joseph Carbonara is an investment advisor representative with Commonwealth Financial Network. John has been active in the financial services industry since August 1990 and has a strong background in both securities and investment advisory services. John's previous experience includes roles at Securities America, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. John is a Certified Financial Planner and holds Series 63, Series 7, and SIE licenses. John is registered with the state of New York and holds active registrations in 21 other states. John's practice primarily focuses on individuals and high-net-worth clients and offers financial planning, portfolio management, and other advisory services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
11/04/2024 - Present
Commonwealth Financial Network (WALTHAM MA)
NY
09/16/2003 - 06/14/2024
SECURITIES AMERICA, INC. (JERICHO NY)
MN
01/09/1991 - 12/31/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/09/1991 - 12/31/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
08/20/1990 - 01/18/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 11/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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