Unclaimed
John Kenneth Bacci is a financial professional with over 35 years of experience in the industry. John has been registered with the state of Maryland since 1997 and holds a Series 7, 63, and 65 license. John's expertise lies in providing comprehensive financial planning services, portfolio management, and investment advisory services for a variety of clients, including individuals, businesses, and retirement plans. Currently, John is affiliated with Commonwealth Financial Network, a national financial services firm. John's commitment to providing personalized advice and guidance to help clients achieve their financial goals has earned him a reputation as a trusted and respected advisor.
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.
1
2
MD
10/14/2008 - Present
Commonwealth Financial Network (LINTHICUM HEIGHTS MD)
MN
12/08/1986 - 01/30/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/08/1986 - 01/30/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
05/02/1985 - 07/23/1987
CO-OP SECURITIES, INC.
NA
07/26/1984 - 11/19/1984
PLANNED INVESTMENTS INC.
IA
Issued 10/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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