Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph D'annunzio is a financial advisor with over 10 years of experience in the financial services industry. John Joseph D'annunzio is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since October 2018. Prior to that, John Joseph D'annunzio was employed with MORGAN STANLEY and RAYMOND JAMES & ASSOCIATES, INC. John Joseph D'annunzio specializes in providing investment advice to individuals and businesses. John Joseph D'annunzio is also a Certified Financial Planner.
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.
Investment consulting services to institutional clients
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.
1
2
TX
10/12/2018 - Present
Wells Fargo Clearing Services, LLC (DALLAS TX)
TX
04/01/2010 - 10/15/2018
MORGAN STANLEY (DALLAS TX)
MI
12/05/2008 - 03/10/2010
RAYMOND JAMES & ASSOCIATES, INC. (AUBURN HILLS MI)
BOTH
Issued 12/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2010
Series 3 - National Commodity Futures Examination
BC
Issued 12/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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