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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Grosso is a financial advisor with over 30 years of experience in the financial services industry. John has been affiliated with Commonwealth Financial Network since February 2006 and has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. John's areas of expertise include financial planning, retirement planning, and investment management.
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.
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2
CT
02/14/2006 - Present
Commonwealth Financial Network (MADISON CT)
CT
10/11/1999 - 02/13/2006
MORGAN STANLEY DW INC. (HARTFORD CT)
TX
02/06/1997 - 12/03/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NY
03/08/1996 - 10/10/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IN
07/21/1995 - 12/31/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NY
07/08/1993 - 07/03/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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