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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 Donaruma is a financial advisor who has been in the industry since 1998. John is currently registered with World Investment Advisors, LLC and has offices in Plymouth, MA and Santa Barbara, CA. John also has experience with Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Deutsche Bank Securities Inc., Thomas Weisel Partners LLC, MHA Financial Corp, UBS Financial Services Inc., TRADESTATION SECURITIES, INC., ONLINE TRADING, INC., and OLDE DISCOUNT CORPORATION. John is a licensed securities professional and holds Series 7, Series 55, Series 63 and Series 66 licenses as well as the SIE exam. John offers financial planning services, portfolio management for individuals, businesses and pooled investment vehicles, and provides pension consulting. John also conducts educational seminars.
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.
A percentage of the total value of assets under management is charged.
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MA
06/28/2024 - Present
World Investment Advisors, LLC (PLYMOUTH MA)
MA
12/16/2019 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLYMOUTH MA)
MA
09/06/2016 - 12/16/2019
RAYMOND JAMES & ASSOCIATES, INC. (Boston MA)
MA
08/06/2009 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
08/16/2005 - 07/23/2009
THOMAS WEISEL PARTNERS LLC (BOSTON MA)
MA
06/10/2004 - 09/06/2005
MHA FINANCIAL CORP (WESTWOOD MA)
NJ
05/03/2005 - 08/18/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
FL
11/04/1998 - 07/16/2002
TRADESTATION SECURITIES, INC. (PLANTATION FL)
FL
03/04/1998 - 03/23/1998
ONLINE TRADING, INC. (PLANTATION FL)
MI
12/11/1995 - 06/28/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
MI
08/13/1993 - 09/05/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 05/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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