Unclaimed
John Joseph Iannantuono is a financial advisor with over 40 years of experience in the industry. He is a Registered Representative with Osaic Advisory Services, LLC. John is also a Registered Investment Advisor and has his Series 7, Series 24, and Series 63 licenses. He is a Chartered Financial Consultant. John has a strong track record of providing financial advice to individuals, families, and businesses. John Joseph Iannantuono works with clients to develop customized financial plans that meet their specific needs and goals.
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.
1
2
PA
06/08/2018 - Present
Osaic Advisory Services, LLC (Allentown PA)
PA
05/05/2014 - 08/23/2024
TRIAD ADVISORS LLC (Allentown PA)
PA
09/03/2013 - 05/02/2014
CETERA ADVISOR NETWORKS LLC (ALLENTOWN PA)
PA
11/20/1995 - 09/03/2013
WALNUT STREET SECURITIES, INC. (ALLENTOWN PA)
AZ
11/19/1989 - 11/21/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
OH
03/20/1992 - 07/01/1993
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
CA
07/01/1991 - 08/20/1991
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
07/09/1982 - 07/01/1991
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
02/07/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/13/1980 - 03/12/1984
HACKETT ASSOCIATES
NA
11/03/1976 - 09/15/1982
CONNECTICUT MUTUAL LIFE INSURANCE COMPANY
BC
Issued 11/26/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure John Iannantuono is the right advisor for you? Invested Better is here to help.