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 Vento is a financial advisor with over 24 years of experience in the financial services industry. John is a registered representative of Avantax Advisory Services and is licensed to sell securities in 27 states and the District of Columbia. He has a strong background in financial planning, portfolio management, and insurance. John has worked with Avantax Advisory Services since 2007 and previously worked with H.D. Vest Investment Securities, Inc. John is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants. He is committed to providing his clients with personalized financial advice and guidance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
01/31/2024 - Present
Avantax Advisory Services (STATEN ISLAND NY)
NA
09/28/1990 - 10/20/1993
H.D. VEST INVESTMENT SECURITIES, INC.
BC
Issued 08/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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