Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Masullo is a financial professional registered with Valley Financial Management, Inc. John has been in the industry since August 2023. John's experience includes Series 99TO and SIE licenses. The firm's main office is located in New York, NY. The firm offers a variety of services, including portfolio management for individuals, to a range of client types. Their client types include high net worth individuals, individuals other than high net worth, and corporations or other businesses. The firm's assets under management are approximately $55,000. The firm's regulatory assets under management are approximately $55,000. The firm employs 20 licensed agents, 28 investment advisor representatives, and 55 registered representatives. The firm has 60 discretionary accounts and 0 non-discretionary accounts.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
08/30/2024 - Present
Valley Financial Management, Inc. (New York NY)
BC
Issued 08/30/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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