Unclaimed
John Joseph Nasisi is a financial advisor with Ameriprise Financial Services, LLC. John is a licensed investment advisor in the states of Texas, New Jersey, and several other states. He is also a registered representative, who has been in the financial services industry since July 2014. John has obtained Series 63, 65, and 7 licenses. He offers portfolio management services, asset allocation services, financial planning, and 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.
Asset allocation services
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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2
NJ
04/14/2016 - Present
Ameriprise Financial Services, LLC (Montclair NJ)
IA
Issued 02/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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