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. Demasi is a financial professional with over 17 years of experience in the industry. John is currently a Financial Consultant at CMS Wealth Management, where John has been since August 2017. Prior to joining CMS Wealth Management, John worked at Coastal Equities, Inc., PNC Investments, NYLIFE Securities LLC, Cetera Investment Services LLC, Santander Securities LLC, Foresters Equity Services, Inc., Sammons Securities Company, LLC, SEI Investments Distribution Co., Diversified Investors Securities Corp., and Transamerica Securities Sales Corporation. John is licensed to provide financial and investment advice in Pennsylvania. John holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. John is a Chartered Financial Consultant and has a strong commitment to providing personalized financial guidance to individuals and families. John is also a volunteer for the Foundation for Free Enterprise Education, where John works with teens.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
08/22/2017 - Present
CMS Wealth Management (WAYNE PA)
DE
05/04/2015 - 10/19/2015
COASTAL EQUITIES, INC. (WILMINGTON DE)
PA
09/30/2014 - 04/24/2015
PNC INVESTMENTS (WAYNE PA)
PA
01/21/2014 - 09/18/2014
NYLIFE SECURITIES LLC (HARLEYSVILLE PA)
NJ
07/02/2013 - 01/09/2014
CETERA INVESTMENT SERVICES LLC (MARLTON NJ)
PA
04/10/2013 - 07/05/2013
SANTANDER SECURITIES LLC (GLEN MILLS PA)
CA
10/04/2010 - 04/12/2013
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
DE
12/01/2009 - 09/30/2010
SAMMONS SECURITIES COMPANY, LLC (WILMINGTON DE)
PA
11/09/2007 - 12/15/2008
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
02/01/2003 - 09/27/2007
DIVERSIFIED INVESTORS SECURITIES CORP. (WAYNE PA)
CA
01/18/2002 - 02/01/2003
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
IA
Issued 08/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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