Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Pastorello is a financial advisor with UBS Financial Services Inc. John has been in the industry since April 16, 1984. John is registered with FINRA and has a Series 7, Series 8 and Series 63 license. John's office is located at 1800 NORTH MILITARY TRAIL, SUITE 300, BOCA RATON, FL 33431. John has been with UBS Financial Services Inc. since February 27, 2013. Prior to that, John worked for MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. John has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service.
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
FL
02/27/2013 - Present
UBS Financial Services Inc. (BOCA RATON FL)
GA
06/01/2009 - 03/11/2013
MORGAN STANLEY (GREENSBORO GA)
FL
04/17/1984 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
IA
Issued 10/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Pastorello is the right advisor for you? Invested Better is here to help.
