Unclaimed
John Maiello is a financial advisor with Edward Jones. John has been in the financial industry since 2005 and has worked with a variety of clients, including individuals, families, businesses, and retirement plans. John is committed to providing personalized financial advice and helping his clients achieve their financial goals. John holds Series 7, 7TO, 31, 55, 63, and 65 securities licenses. John is also registered with the state of New Jersey.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
09/10/2024 - Present
Edward Jones (CLIFTON NJ)
NY
07/07/2009 - 01/20/2010
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
NJ
07/29/2008 - 07/08/2009
EDWARD JONES (DENVILLE NJ)
NJ
10/18/2006 - 08/07/2008
CITIGROUP GLOBAL MARKETS INC. (LITTLE FALLS NJ)
NJ
01/11/2006 - 10/31/2006
PNC INVESTMENTS (MILLBURN NJ)
IL
06/27/2005 - 01/09/2006
ASSENT LLC (BOLINGBROOK IL)
NY
06/06/2005 - 06/22/2005
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
NY
01/02/2004 - 06/06/2005
TRILLIUM TRADING LLC (NEW YORK NY)
NY
01/17/2003 - 01/09/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
09/28/1999 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
10/30/1998 - 03/03/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/05/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2024
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/09/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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