Unclaimed
John Louis Dimarzio is a financial advisor with over 25 years of experience in the securities industry. John is currently registered with Concourse Financial Group Securities, Inc. John is also a registered investment advisor in Pennsylvania. John's previous employers include National Planning Corporation, Sunamerica Securities, Inc., and PFS Investments Inc. John holds Series 6, 62, 63, and 65 licenses. He also holds the SIE license. John is a member of the Willow Charitable Fund board of directors. John's specializations include providing financial planning and investment advice to individuals, businesses, and institutions. He has a strong track record of helping clients achieve their financial goals.
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
PA
02/02/2006 - Present
Concourse Financial Group Securities, Inc. (Huntingdon PA)
CA
09/01/2000 - 12/31/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
01/12/2000 - 09/01/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
04/09/1997 - 01/11/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2005
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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