Unclaimed
John Joseph Parrillo is a financial advisor with over 30 years of experience in the industry. John is currently registered with Cetera Investment Advisers LLC and holds a Series 7, 6, 22, 24, 63, 99, and SIE licenses. John specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. John has a strong track record of helping clients achieve their financial goals. In addition to his work at Cetera Investment Advisers LLC, John also has experience with First Allied Securities, Inc., Securities America, Inc., IFMG Securities, Inc., and NYLIFE Securities Inc.
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
CA
11/17/2020 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
11/09/2007 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
07/24/2002 - 11/13/2007
SECURITIES AMERICA, INC. (SAN DIEGO CA)
NY
01/07/1999 - 07/31/2002
IFMG SECURITIES, INC. (PURCHASE NY)
NY
02/01/1991 - 02/02/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 4/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 7/15/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 1/31/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Parrillo is the right advisor for you? Invested Better is here to help.