Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Colangelo is a financial professional with over 20 years of experience in the industry. John is currently registered with HSBC Securities (USA) Inc., where has been employed since 2010. John is also a registered representative with FINRA and holds Series 7, Series 63, Series 99TO, and SIE licenses. John has held previous positions with Goldman, Sachs & Co., Credit Suisse First Boston LLC, and ING Barings LLC. John has experience in a range of financial products and services, including portfolio management, investment advisory, and operations.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
09/16/2010 - Present
Hsbc Securities (usa) Inc. (NEW YORK CITY NY)
NY
06/22/2004 - 09/02/2010
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
11/04/1999 - 06/21/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NY
09/11/1998 - 07/30/1999
ING BARINGS LLC (NEW YORK NY)
BC
Issued 02/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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