Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Massaro is a financial advisor working with Wells Fargo Clearing Services, LLC. John is a registered representative of the firm and has been in the industry for over 20 years. John has extensive experience with a variety of client types, including individuals, families, businesses, and institutions. John is committed to providing personalized financial advice and helping clients achieve their financial 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.
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
FL
04/23/2014 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
MO
09/23/2002 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
10/01/2000 - 04/04/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/25/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
10/01/1999 - 02/25/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/17/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 01/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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