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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Lapilusa is a financial advisor with Avantax Advisory Services, with over 20 years of experience in the financial industry. John Michael Lapilusa has been registered as a broker with Avantax Advisory Services in New Jersey since October 2019. John Michael Lapilusa is also registered as an investment advisor representative (IAR) with Avantax Advisory Services in New Jersey since October 2019. Prior to Avantax Advisory Services, John Michael Lapilusa was affiliated with 1ST GLOBAL CAPITAL CORP. in New Jersey from February 1999 to October 2019. John Michael Lapilusa holds a Series 7, Series 66, and SIE license. John Michael Lapilusa provides investment advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
10/25/2019 - Present
Avantax Advisory Services (CRANFORD NJ)
NJ
02/26/1999 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (CRANFORD NJ)
BOTH
Issued 12/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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