Unclaimed
John Joseph Zangari is a financial advisor with Ameriprise Financial Services, LLC, based in Tampa, Florida. John has been in the financial services industry since 1988. Prior to joining Ameriprise, John worked at Morgan Stanley, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc., all in Tampa. John is licensed in 26 states to provide investment advice to individuals, corporations, trusts, estates, and other entities. John holds the Series 7, Series 31, Series 63, and Series 65 licenses.
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.
1
2
FL
11/30/2012 - Present
Ameriprise Financial Services, LLC (TAMPA FL)
FL
06/01/2009 - 12/11/2012
MORGAN STANLEY (TAMPA FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)
FL
07/19/2002 - 04/02/2007
MORGAN STANLEY DW INC. (TAMPA FL)
MA
04/01/1998 - 08/20/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
01/02/1992 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
10/11/1988 - 01/10/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
07/19/1988 - 09/21/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 10/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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