Unclaimed
John Michael Demarco is a financial advisor at Trajan Wealth, LLC, a firm based in Scottsdale, Arizona. John has been a financial advisor for over 17 years and has experience with a variety of financial products and services. John has specialized in portfolio management for individuals, investment companies, and financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
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2
AZ
08/04/2023 - Present
Trajan Wealth, LLC (SCOTTSDALE AZ)
FL
07/13/2022 - 06/26/2023
LION STREET FINANCIAL, LLC (Clearwater FL)
AZ
03/23/2016 - 06/27/2022
EDWARD JONES (TEMPE AZ)
AZ
04/24/2008 - 04/04/2016
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
12/20/2007 - 05/15/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AZ
05/16/2006 - 01/16/2008
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
09/02/2004 - 05/08/2006
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
PA
03/15/2004 - 08/02/2004
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 02/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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