Unclaimed
John Michael Degeronimo is a financial professional with over 30 years of experience in the industry. John Michael Degeronimo is currently registered with Wells Fargo Clearing Services, LLC. John Michael Degeronimo has a broad range of experience working with clients of all types, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. John Michael Degeronimo's primary focus is on providing investment consulting services, financial planning, 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
03/16/2021 - Present
Wells Fargo Clearing Services, LLC (MARTINEZ GA)
GA
01/09/2018 - 04/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUGUSTA GA)
CT
11/23/2015 - 12/21/2016
GLOBAL ATLANTIC DISTRIBUTORS, LLC (HARTFORD CT)
CA
12/17/2007 - 06/23/2015
AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
CT
06/01/2006 - 12/10/2007
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
IL
05/15/2001 - 06/01/2006
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
NY
07/09/1992 - 05/09/2001
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
MA
02/13/1992 - 05/15/1992
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
MA
02/02/1989 - 03/11/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/02/1989 - 03/11/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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