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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 Gregorio is a financial advisor with over 24 years of experience in the financial services industry. John currently works with Commonwealth Financial Network, a firm that has a wide range of financial products and services for individuals, families, and businesses. Before joining Commonwealth Financial Network, John worked for a number of other firms including New England Securities, Winslow, Evans & Crocker, Inc., Detwiler, Mitchell, Fenton & Graves, Inc. and VeraVest Investments, Inc. John is registered to provide financial advice in multiple states including Massachusetts, California, Florida, Georgia, Hawaii, Indiana, Maine, New Hampshire, New Jersey, New York, Rhode Island, Utah, and Wisconsin. John holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE exam. John's main focus is on financial planning, portfolio management, and providing investment advice to individuals, families, and businesses.
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
04/17/2007 - Present
Commonwealth Financial Network (Lynnfield MA)
MA
01/07/2005 - 02/07/2007
NEW ENGLAND SECURITIES (WAKEFIELD MA)
MA
02/12/2004 - 12/17/2004
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
02/10/2003 - 02/20/2004
DETWILER, MITCHELL, FENTON & GRAVES, INC. (BOSTON MA)
MA
11/22/1999 - 03/05/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 10/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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