Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn M. Chipelo is a financial advisor with over 15 years of experience in the financial industry. John has been registered as a representative of Osaic Institutions, Inc. since 2016 and previously worked for MetLife Securities Inc., New England Securities, and MetLife Investors Distribution Company. John is a licensed securities principal and holds a variety of licenses and certifications, including Series 4, 6, 7, 24 and 66. John specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
03/22/2016 - Present
Osaic Institutions, Inc. (MERIDEN CT)
CT
10/19/2012 - 03/27/2014
METLIFE SECURITIES INC. (BLOOMFIELD CT)
CT
10/19/2012 - 03/27/2014
NEW ENGLAND SECURITIES (BLOOMFIELD CT)
CT
07/03/2006 - 03/27/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
BOTH
Issued 03/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2019
Series 4 - Registered Options Principal Examination
BC
Issued 01/09/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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