Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Cortale is an active financial advisor with Ameriprise Financial Services, LLC. John has been in the industry since November 12, 2001. John is licensed in Maryland and the District of Columbia and holds several licenses, including Series 7, Series 31, and SIE. John previously worked for LPL Financial, LLC, JHS Capital Advisors, LLC, GunnAllen Financial, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and UBS Financial Services Inc.
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.
Asset allocation services
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.
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2
MD
05/15/2024 - Present
Ameriprise Financial Services, LLC (Bethesda MD)
DC
07/31/2015 - 05/20/2024
LPL FINANCIAL LLC (WASHINGTON DC)
DC
03/30/2010 - 08/03/2015
JHS CAPITAL ADVISORS, LLC (Washington DC)
DC
08/25/2009 - 03/31/2010
GUNNALLEN FINANCIAL, INC (WASHINGTON DC DC)
DC
06/01/2009 - 08/11/2009
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
DC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
06/17/2005 - 04/02/2007
MORGAN STANLEY DW INC. (WASHINGTON DC)
NJ
10/31/2001 - 07/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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