Unclaimed
John Valecce is an active Broker-Dealer registered representative with BMO Capital Markets Corp. based in Boca Raton, FL. John has over 30 years of experience in the financial services industry. John's previous employment history includes roles at BMO CAPITAL MARKETS GKST INC., CRT CAPITAL GROUP LLC, BEDROK SECURITIES LLC, BARCLAYS CAPITAL INC., LEHMAN BROTHERS INC., CITIGROUP GLOBAL MARKETS INC., GOLDMAN, SACHS & CO., SALOMON SMITH BARNEY INC., SALOMON BROTHERS INC., and BANCA IMI SECURITIES CORP. John is a licensed Series 63, Series 7, and SIE representative.
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.
Provision of securities trading ideas and research
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.
A percentage of the total value of assets under management is charged.
Fees for securities trading ideas and research
1
2
FL
02/09/2011 - Present
BMO Capital Markets Corp. (Boca Raton FL)
NY
06/10/2014 - 10/20/2015
BMO CAPITAL MARKETS GKST INC. (NEW YORK NY)
CT
09/08/2009 - 02/02/2011
CRT CAPITAL GROUP LLC (STAMFORD CT)
NY
12/12/2008 - 09/10/2009
BEDROK SECURITIES LLC (RYE NY)
NY
09/22/2008 - 11/20/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/21/2007 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/05/2004 - 05/08/2007
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
07/02/2002 - 03/18/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/19/2000 - 10/12/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
11/28/1997 - 06/13/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/26/1996 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
02/10/1992 - 09/19/1995
BANCA IMI SECURITIES CORP. (NEW YORK NY)
BC
Issued 06/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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