Unclaimed
John Michael Losquadro is a financial advisor with LPL Financial LLC, registered with the state of New York. John Michael Losquadro has been in the financial services industry for over 24 years, and has held previous roles with Cetera Investment Services LLC, Northwestern Mutual Investment Services, LLC, and others. John Michael Losquadro's previous roles have included a variety of financial advisory services and he is currently working at LPL Financial LLC.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
03/13/2024 - Present
LPL Financial LLC (JAMAICA NY)
NY
03/15/2016 - 10/21/2020
CETERA INVESTMENT SERVICES LLC (JAMAICA NY)
NY
03/14/2002 - 11/19/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NE
11/29/1999 - 02/19/2002
ICLEARING LLC (OMAHA NE)
NE
04/16/1998 - 11/23/1999
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BOTH
Issued 12/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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