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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 Letizia is an investment advisor representative at UBS Financial Services Inc. in Weehawken, New Jersey. John has been in the industry for over 3 years and has experience working at various firms, including Wells Fargo Securities, LLC and Stifel, Nicolaus & Company, Incorporated. John has a wide range of experience in the financial industry, including investment advisory and brokerage services. John is licensed to provide investment advice in all 50 states, as well as the District of Columbia and Puerto Rico.
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.
See schedule d - miscellaneous
1
2
NJ
10/11/2022 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
08/16/2021 - 09/12/2022
WELLS FARGO SECURITIES, LLC (New York NY)
NJ
07/16/2019 - 08/13/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)
IA
Issued 10/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/20/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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