Unclaimed
John Mark Desarno is a financial advisor with over 20 years of experience in the industry. John is currently registered with Osaic Institutions, Inc. in Virginia. John has worked with a variety of firms throughout their career, including PRUCO SECURITIES, LLC., THE LEADERS GROUP, INC., and LPL FINANCIAL LLC. John holds Series 66, Series 24, Series 7 and SIE licenses. They specialize in financial planning, portfolio management, and pension consulting. John has a wide range of experience in working with various client types including high net worth individuals, corporations and individuals other than high net worth.
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
VA
08/16/2023 - Present
Osaic Institutions, Inc. (Leesburg VA)
FL
05/31/2022 - 08/24/2023
PRUCO SECURITIES, LLC. (Fort Myers FL)
FL
08/25/2021 - 06/07/2022
THE LEADERS GROUP, INC. (Jacksonville FL)
GA
03/25/2020 - 03/31/2021
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (Alpharetta GA)
NJ
09/01/2015 - 03/31/2020
PRUCO SECURITIES, LLC. (NEWARK NJ)
FL
05/01/2013 - 09/08/2015
LPL FINANCIAL LLC (FORT MYERS FL)
FL
03/30/2012 - 05/09/2013
PARK AVENUE SECURITIES LLC (FT MYERS FL)
FL
12/19/2008 - 03/23/2012
METLIFE SECURITIES INC. (FT. MYERS FL)
VA
03/06/2003 - 12/18/2008
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
MN
03/06/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Desarno is the right advisor for you? Invested Better is here to help.