Unclaimed
John Menniti is a financial advisor with Private Portfolio Partners, LLC, based in Florham Park, NJ. John has been in the financial services industry since 1996. John has a diverse background and expertise in providing investment advisory services through Private Portfolio Partners, an independent investment advisor firm. John is committed to providing comprehensive financial advice to his clients, including financial planning, portfolio management, and retirement planning. John is also a registered representative with LPL Financial, LLC.
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.
Solicitation/referral and consulting 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.
1
2
NJ
12/12/2021 - Present
Private Portfolio Partners, LLC (Florham park NJ)
NJ
09/23/1998 - 11/06/2019
FIDELITY BROKERAGE SERVICES LLC (MORRISTOWN NJ)
MN
01/18/1996 - 09/17/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/18/1996 - 09/17/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/09/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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