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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 Martin Pascale is a financial advisor with Ameriprise Financial Services, LLC. John has been in the financial services industry since 1987 and holds the Series 7 and Series 63 licenses, as well as the SIE exam. John is a Certified Financial Planner and a Chartered Financial Consultant. John is registered to provide investment advice in 19 states and has provided services for clients including high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Ameriprise Financial Services, LLC is a large financial services firm with over $479 billion in assets under management. The firm provides a variety of services including financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Asset allocation services
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.
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NY
06/07/2024 - Present
Ameriprise Financial Services, LLC (Syosset NY)
MN
12/11/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
11/24/1982 - 04/07/1988
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 11/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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