Unclaimed
John Michael Giammanco is a financial advisor at Ameriprise Financial Services, LLC. John has over 30 years of experience in the financial services industry. John is registered with FINRA as a general securities representative and holds the Series 7 and Series 63 licenses. John is also a registered investment advisor and holds the Series 65 license. John provides a variety of financial services to individuals and families, including financial planning, investment management, and retirement planning. John has experience working with various clients such as insurance companies, charitable organizations, high-net-worth individuals, corporations, and pension and profit-sharing plans. John is also a co-owner of a retail business. John is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation 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
CA
06/01/2023 - Present
Ameriprise Financial Services, LLC (Monterey CA)
CA
08/06/2000 - 06/21/2023
WELLS FARGO CLEARING SERVICES, LLC (CARMEL CA)
NY
12/16/1993 - 08/10/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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